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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 | $31,571 | $102,422-69.2% | $147,117-78.5% | $80,959-61.0% |
| Participation rate | 69.1% | 75.9%-6.8pp | 82.2%-13.1pp | 67.7%+1.4pp |
| Annual return | 15.21% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,176 | $3,717-41.5% | $4,932-55.9% | $2,757-21.1% |
| Participant deferral / active EE | $5,475 | $6,652-17.7% | $8,065-32.1% | $4,300+27.3% |
| Admin fee / account holder | $1,813 | $7,953-77.2% | $12,993-86.0% | $6,925-73.8% |