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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 | $49,510 | $102,422-51.7% | $147,117-66.3% | $80,959-38.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 15.11% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,510 | $3,717-32.5% | $4,932-49.1% | $2,757-9.0% |
| Participant deferral / active EE | $4,968 | $6,652-25.3% | $8,065-38.4% | $4,300+15.5% |
| Admin fee / account holder | $1,468 | $7,953-81.5% | $12,993-88.7% | $6,925-78.8% |