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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 | $50,684 | $102,422-50.5% | $147,117-65.5% | $80,959-37.4% |
| Participation rate | 61.0% | 75.9%-14.8pp | 82.2%-21.1pp | 67.7%-6.6pp |
| Annual return | 20.99% | 135.16%-114.2pp | 420.54%-399.5pp | 35.67%-14.7pp |
| Employer contribution / active EE | $2,967 | $3,717-20.2% | $4,932-39.8% | $2,757+7.6% |
| Participant deferral / active EE | $6,378 | $6,652-4.1% | $8,065-20.9% | $4,300+48.3% |
| Admin fee / account holder | $3,483 | $7,953-56.2% | $12,993-73.2% | $6,925-49.7% |