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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 | $57,434 | $102,422-43.9% | $147,117-61.0% | $80,959-29.1% |
| Participation rate | 56.8% | 75.9%-19.1pp | 82.2%-25.4pp | 67.7%-10.9pp |
| Annual return | 12.43% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,736 | $3,717-26.4% | $4,932-44.5% | $2,757-0.8% |
| Participant deferral / active EE | $5,942 | $6,652-10.7% | $8,065-26.3% | $4,300+38.2% |
| Admin fee / account holder | $7,868 | $7,953-1.1% | $12,993-39.4% | $6,925+13.6% |