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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 | $64,124 | $102,422-37.4% | $147,117-56.4% | $80,959-20.8% |
| Participation rate | 59.5% | 75.9%-16.3pp | 82.2%-22.7pp | 67.7%-8.1pp |
| Annual return | 14.91% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $3,496 | $3,717-5.9% | $4,932-29.1% | $2,757+26.8% |
| Participant deferral / active EE | $3,780 | $6,652-43.2% | $8,065-53.1% | $4,300-12.1% |
| Admin fee / account holder | $433 | $7,953-94.6% | $12,993-96.7% | $6,925-93.7% |