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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 | $102,429-61.2% | $147,096-73.0% | $80,925-50.8% |
| Participation rate | 63.9% | 75.9%-12.0pp | 82.2%-18.3pp | 67.7%-3.8pp |
| Annual return | 15.82% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $2,366 | $3,716-36.3% | $4,936-52.1% | $2,756-14.2% |
| Participant deferral / active EE | $5,883 | $6,649-11.5% | $8,071-27.1% | $4,299+36.9% |
| Admin fee / account holder | $7,701 | $7,957-3.2% | $13,005-40.8% | $6,940+11.0% |