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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,372 | $102,429-45.0% | $147,096-61.7% | $80,925-30.3% |
| Participation rate | 62.3% | 75.9%-13.6pp | 82.2%-19.9pp | 67.7%-5.4pp |
| Annual return | 12.59% | 135.02%-122.4pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,237 | $3,716-39.8% | $4,936-54.7% | $2,756-18.8% |
| Participant deferral / active EE | $5,765 | $6,649-13.3% | $8,071-28.6% | $4,299+34.1% |
| Admin fee / account holder | $3,053 | $7,957-61.6% | $13,005-76.5% | $6,940-56.0% |