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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 | $55,463 | $102,429-45.9% | $147,096-62.3% | $80,925-31.5% |
| Participation rate | 60.7% | 75.9%-15.1pp | 82.2%-21.5pp | 67.7%-6.9pp |
| Annual return | 19.46% | 135.02%-115.6pp | 419.75%-400.3pp | 35.65%-16.2pp |
| Employer contribution / active EE | $2,488 | $3,716-33.0% | $4,936-49.6% | $2,756-9.7% |
| Participant deferral / active EE | $5,420 | $6,649-18.5% | $8,071-32.8% | $4,299+26.1% |
| Admin fee / account holder | $3,004 | $7,957-62.2% | $13,005-76.9% | $6,940-56.7% |