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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 | $39,784 | $102,422-61.2% | $147,117-73.0% | $80,959-50.9% |
| Participation rate | 63.9% | 75.9%-12.0pp | 82.2%-18.3pp | 67.7%-3.8pp |
| Annual return | 15.82% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,366 | $3,717-36.4% | $4,932-52.0% | $2,757-14.2% |
| Participant deferral / active EE | $5,883 | $6,652-11.6% | $8,065-27.0% | $4,300+36.8% |
| Admin fee / account holder | $7,701 | $7,953-3.2% | $12,993-40.7% | $6,925+11.2% |