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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 | $27,960 | $102,382-72.7% | $147,005-81.0% | $80,874-65.4% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 14.74% | 134.89%-120.2pp | 418.76%-404.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,065 | $3,715-17.5% | $4,934-37.9% | $2,756+11.2% |
| Participant deferral / active EE | $5,507 | $6,646-17.1% | $8,070-31.8% | $4,297+28.2% |
| Admin fee / account holder | $699 | $7,942-91.2% | $13,006-94.6% | $6,935-89.9% |