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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 | $102,382-35.5% | $147,005-55.1% | $80,874-18.4% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 17.22% | 134.89%-117.7pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $3,636 | $3,715-2.1% | $4,934-26.3% | $2,756+31.9% |
| Participant deferral / active EE | $8,228 | $6,646+23.8% | $8,070+2.0% | $4,297+91.5% |
| Admin fee / account holder | $10,755 | $7,942+35.4% | $13,006-17.3% | $6,935+55.1% |