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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 | $102,385-72.7% | $147,080-81.0% | $80,935-65.5% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 14.74% | 135.09%-120.4pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $3,065 | $3,717-17.5% | $4,933-37.9% | $2,757+11.2% |
| Participant deferral / active EE | $5,507 | $6,651-17.2% | $8,066-31.7% | $4,299+28.1% |
| Admin fee / account holder | $699 | $7,951-91.2% | $12,989-94.6% | $6,924-89.9% |