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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 | $36,667 | $102,422-64.2% | $147,117-75.1% | $80,959-54.7% |
| Participation rate | 65.9% | 75.9%-10.0pp | 82.2%-16.3pp | 67.7%-1.8pp |
| Annual return | 16.79% | 135.16%-118.4pp | 420.54%-403.8pp | 35.67%-18.9pp |
| Employer contribution / active EE | $951 | $3,717-74.4% | $4,932-80.7% | $2,757-65.5% |
| Participant deferral / active EE | $7,028 | $6,652+5.7% | $8,065-12.8% | $4,300+63.4% |
| Admin fee / account holder | $1,847 | $7,953-76.8% | $12,993-85.8% | $6,925-73.3% |