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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 | $71,431 | $102,422-30.3% | $147,117-51.4% | $80,959-11.8% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 18.79% | 135.16%-116.4pp | 420.54%-401.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $2,536 | $3,717-31.8% | $4,932-48.6% | $2,757-8.0% |
| Participant deferral / active EE | $8,578 | $6,652+29.0% | $8,065+6.4% | $4,300+99.5% |
| Admin fee / account holder | $4,969 | $7,953-37.5% | $12,993-61.8% | $6,925-28.2% |