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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 | $65,207 | $106,918-39.0% | $84,021-22.4% | $152,897-57.4% |
| Participation rate | 36.4% | 75.2%-38.9pp | 69.0%-32.7pp | 82.5%-46.1pp |
| Annual return | 27.45% | 105.01%-77.6pp | 71.32%-43.9pp | 345.43%-318.0pp |
| Employer contribution / active EE | $2,169 | $2,735-20.7% | $1,984+9.3% | $4,764-54.5% |
| Participant deferral / active EE | $5,864 | $4,012+46.1% | $3,239+81.0% | $5,851+0.2% |
| Admin fee / account holder | $398 | $8,288-95.2% | $6,102-93.5% | $11,599-96.6% |