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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 | $35,384 | $102,422-65.5% | $147,117-75.9% | $80,959-56.3% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.7%+0.5pp |
| Annual return | 14.31% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,375 | $3,717-36.1% | $4,932-51.9% | $2,757-13.9% |
| Participant deferral / active EE | $5,026 | $6,652-24.4% | $8,065-37.7% | $4,300+16.9% |
| Admin fee / account holder | $5,709 | $7,953-28.2% | $12,993-56.1% | $6,925-17.6% |