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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 | $39,443 | $102,385-61.5% | $147,080-73.2% | $80,935-51.3% |
| Participation rate | 68.4% | 75.9%-7.4pp | 82.2%-13.8pp | 67.7%+0.8pp |
| Annual return | 13.68% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,635 | $3,717-29.1% | $4,933-46.6% | $2,757-4.4% |
| Participant deferral / active EE | $7,712 | $6,651+16.0% | $8,066-4.4% | $4,299+79.4% |
| Admin fee / account holder | $5,356 | $7,951-32.6% | $12,989-58.8% | $6,924-22.6% |