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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 | $64,916 | $102,385-36.6% | $147,080-55.9% | $80,935-19.8% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | 17.38% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $2,429 | $3,717-34.7% | $4,933-50.8% | $2,757-11.9% |
| Participant deferral / active EE | $5,530 | $6,651-16.9% | $8,066-31.4% | $4,299+28.6% |
| Admin fee / account holder | $310 | $7,951-96.1% | $12,989-97.6% | $6,924-95.5% |