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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 | $55,356 | $105,198-47.4% | $159,455-65.3% | $85,856-35.5% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.8%-29.0pp | 69.3%-15.5pp |
| Annual return | 32.11% | 45.08%-13.0pp | 263.63%-231.5pp | 318.58%-286.5pp |
| Employer contribution / active EE | $775 | $3,319-76.6% | $4,830-83.9% | $2,565-69.8% |
| Participant deferral / active EE | $5,055 | $5,946-15.0% | $7,353-31.2% | $3,952+27.9% |
| Admin fee / account holder | $9,592 | $6,934+38.3% | $10,800-11.2% | $6,261+53.2% |