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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 | $66,009 | $102,422-35.6% | $147,117-55.1% | $80,959-18.5% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 17.22% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $3,636 | $3,717-2.2% | $4,932-26.3% | $2,757+31.9% |
| Participant deferral / active EE | $8,228 | $6,652+23.7% | $8,065+2.0% | $4,300+91.3% |
| Admin fee / account holder | $10,755 | $7,953+35.2% | $12,993-17.2% | $6,925+55.3% |