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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 | $25,598 | $102,385-75.0% | $147,080-82.6% | $80,935-68.4% |
| Participation rate | 60.6% | 75.9%-15.3pp | 82.2%-21.6pp | 67.7%-7.1pp |
| Annual return | 17.11% | 135.09%-118.0pp | 420.17%-403.1pp | 35.66%-18.5pp |
| Employer contribution / active EE | $2,904 | $3,717-21.9% | $4,933-41.1% | $2,757+5.4% |
| Participant deferral / active EE | $3,066 | $6,651-53.9% | $8,066-62.0% | $4,299-28.7% |
| Admin fee / account holder | $1,289 | $7,951-83.8% | $12,989-90.1% | $6,924-81.4% |