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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 | $58,248 | $102,429-43.1% | $147,096-60.4% | $80,925-28.0% |
| Participation rate | 62.8% | 75.9%-13.1pp | 82.2%-19.4pp | 67.7%-4.9pp |
| Annual return | 18.40% | 135.02%-116.6pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $2,980 | $3,716-19.8% | $4,936-39.6% | $2,756+8.1% |
| Participant deferral / active EE | $6,810 | $6,649+2.4% | $8,071-15.6% | $4,299+58.4% |
| Admin fee / account holder | $632 | $7,957-92.1% | $13,005-95.1% | $6,940-90.9% |