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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 | $58,297 | $102,422-43.1% | $147,117-60.4% | $80,959-28.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 15.93% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $2,584 | $3,717-30.5% | $4,932-47.6% | $2,757-6.3% |
| Participant deferral / active EE | $5,179 | $6,652-22.1% | $8,065-35.8% | $4,300+20.4% |
| Admin fee / account holder | $5,870 | $7,953-26.2% | $12,993-54.8% | $6,925-15.2% |