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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 | $102,429-37.4% | $147,096-56.4% | $80,925-20.8% |
| Participation rate | 59.5% | 75.9%-16.3pp | 82.2%-22.7pp | 67.7%-8.1pp |
| Annual return | 14.91% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $3,496 | $3,716-5.9% | $4,936-29.2% | $2,756+26.9% |
| Participant deferral / active EE | $3,780 | $6,649-43.1% | $8,071-53.2% | $4,299-12.1% |
| Admin fee / account holder | $433 | $7,957-94.6% | $13,005-96.7% | $6,940-93.8% |