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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 | $65,490 | $102,385-36.0% | $147,080-55.5% | $80,935-19.1% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 15.95% | 135.09%-119.1pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $3,712 | $3,717-0.1% | $4,933-24.8% | $2,757+34.7% |
| Participant deferral / active EE | $4,601 | $6,651-30.8% | $8,066-43.0% | $4,299+7.0% |
| Admin fee / account holder | $1,306 | $7,951-83.6% | $12,989-89.9% | $6,924-81.1% |