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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 | $48,922 | $102,393-52.2% | $147,041-66.7% | $80,911-39.5% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.6%-3.4pp |
| Annual return | 15.89% | 134.95%-119.1pp | 419.21%-403.3pp | 35.63%-19.7pp |
| Employer contribution / active EE | $2,978 | $3,715-19.9% | $4,935-39.7% | $2,756+8.1% |
| Participant deferral / active EE | $6,726 | $6,647+1.2% | $8,071-16.7% | $4,297+56.5% |
| Admin fee / account holder | $4,669 | $7,943-41.2% | $13,006-64.1% | $6,935-32.7% |