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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 | $40,664 | $102,422-60.3% | $147,117-72.4% | $80,959-49.8% |
| Participation rate | 64.8% | 75.9%-11.1pp | 82.2%-17.4pp | 67.7%-2.9pp |
| Annual return | 32.19% | 135.16%-103.0pp | 420.54%-388.3pp | 35.67%-3.5pp |
| Employer contribution / active EE | $1,911 | $3,717-48.6% | $4,932-61.3% | $2,757-30.7% |
| Participant deferral / active EE | $5,032 | $6,652-24.4% | $8,065-37.6% | $4,300+17.0% |
| Admin fee / account holder | $7,101 | $7,953-10.7% | $12,993-45.3% | $6,925+2.5% |