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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 | $39,337 | $102,429-61.6% | $147,096-73.3% | $80,925-51.4% |
| Participation rate | 66.0% | 75.9%-9.9pp | 82.2%-16.2pp | 67.7%-1.7pp |
| Annual return | 15.43% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $2,881 | $3,716-22.5% | $4,936-41.6% | $2,756+4.5% |
| Participant deferral / active EE | $6,322 | $6,649-4.9% | $8,071-21.7% | $4,299+47.1% |
| Admin fee / account holder | $15,760 | $7,957+98.1% | $13,005+21.2% | $6,940+127.1% |