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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 | $40,116 | $99,921-59.9% | $85,009-52.8% | $145,959-72.5% |
| Participation rate | 53.3% | 74.1%-20.8pp | 67.5%-14.2pp | 80.3%-27.0pp |
| Annual return | 16.65% | 83.89%-67.2pp | 66.47%-49.8pp | 561.95%-545.3pp |
| Employer contribution / active EE | $2,316 | $3,233-28.4% | $2,728-15.1% | $4,661-50.3% |
| Participant deferral / active EE | $5,794 | $5,293+9.5% | $4,522+28.1% | $6,689-13.4% |
| Admin fee / account holder | $5,763 | $7,252-20.5% | $6,153-6.3% | $13,398-57.0% |