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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 | $56,448 | $102,385-44.9% | $147,080-61.6% | $80,935-30.3% |
| Participation rate | 62.7% | 75.9%-13.2pp | 82.2%-19.5pp | 67.7%-4.9pp |
| Annual return | 22.26% | 135.09%-112.8pp | 420.17%-397.9pp | 35.66%-13.4pp |
| Employer contribution / active EE | $1,785 | $3,717-52.0% | $4,933-63.8% | $2,757-35.2% |
| Participant deferral / active EE | $2,757 | $6,651-58.6% | $8,066-65.8% | $4,299-35.9% |
| Admin fee / account holder | $3,231 | $7,951-59.4% | $12,989-75.1% | $6,924-53.3% |