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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 | $46,625 | $98,760-52.8% | $149,715-68.9% | $79,858-41.6% |
| Participation rate | 63.5% | 75.8%-12.3pp | 82.5%-18.9pp | 69.6%-6.1pp |
| Annual return | 21.08% | 27.43%-6.3pp | 276.66%-255.6pp | 31.72%-10.6pp |
| Employer contribution / active EE | $3,380 | $3,217+5.1% | $4,645-27.2% | $2,471+36.8% |
| Participant deferral / active EE | $6,729 | $5,681+18.5% | $6,842-1.6% | $3,740+79.9% |
| Admin fee / account holder | $11,111 | $6,053+83.6% | $9,310+19.4% | $5,306+109.4% |