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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 | $34,014 | $102,429-66.8% | $147,096-76.9% | $80,925-58.0% |
| Participation rate | 68.7% | 75.9%-7.2pp | 82.2%-13.5pp | 67.7%+1.0pp |
| Annual return | 20.72% | 135.02%-114.3pp | 419.75%-399.0pp | 35.65%-14.9pp |
| Employer contribution / active EE | $2,555 | $3,716-31.2% | $4,936-48.2% | $2,756-7.3% |
| Participant deferral / active EE | $6,735 | $6,649+1.3% | $8,071-16.6% | $4,299+56.7% |
| Admin fee / account holder | $1,979 | $7,957-75.1% | $13,005-84.8% | $6,940-71.5% |