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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 | $74,327 | $102,422-27.4% | $147,117-49.5% | $80,959-8.2% |
| Participation rate | 64.1% | 75.9%-11.8pp | 82.2%-18.1pp | 67.7%-3.6pp |
| Annual return | 13.50% | 135.16%-121.7pp | 420.54%-407.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,779 | $3,717-25.2% | $4,932-43.7% | $2,757+0.8% |
| Participant deferral / active EE | $5,882 | $6,652-11.6% | $8,065-27.1% | $4,300+36.8% |
| Admin fee / account holder | $3,747 | $7,953-52.9% | $12,993-71.2% | $6,925-45.9% |