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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 | $44,192 | $102,429-56.9% | $147,096-70.0% | $80,925-45.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 17.18% | 135.02%-117.8pp | 419.75%-402.6pp | 35.65%-18.5pp |
| Employer contribution / active EE | $4,244 | $3,716+14.2% | $4,936-14.0% | $2,756+54.0% |
| Participant deferral / active EE | $9,375 | $6,649+41.0% | $8,071+16.2% | $4,299+118.1% |
| Admin fee / account holder | $14,493 | $7,957+82.1% | $13,005+11.4% | $6,940+108.8% |