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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 | $52,083 | $102,385-49.1% | $147,080-64.6% | $80,935-35.6% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.8pp | 67.7%-4.3pp |
| Annual return | 12.76% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $3,322 | $3,717-10.6% | $4,933-32.7% | $2,757+20.5% |
| Participant deferral / active EE | $7,567 | $6,651+13.8% | $8,066-6.2% | $4,299+76.0% |
| Admin fee / account holder | $4,786 | $7,951-39.8% | $12,989-63.1% | $6,924-30.9% |