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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 | $56,300 | $98,766-43.0% | $149,730-62.4% | $79,852-29.5% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.6pp | 69.6%-1.8pp |
| Annual return | 14.37% | 27.43%-13.1pp | 276.70%-262.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $2,653 | $3,217-17.5% | $4,645-42.9% | $2,471+7.4% |
| Participant deferral / active EE | $8,160 | $5,681+43.6% | $6,843+19.3% | $3,740+118.2% |
| Admin fee / account holder | $33,075 | $6,052+446.5% | $9,310+255.2% | $5,306+523.3% |