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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 | $54,319 | $154,209-64.8% | $130,062-58.2% | $139,487-61.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 25.32% | 32.52%-7.2pp | -137.37%+162.7pp | 373.84%-348.5pp |
| Employer contribution / active EE | $2,868 | $5,292-45.8% | $4,322-33.7% | $4,755-39.7% |
| Participant deferral / active EE | $9,082 | $6,709+35.4% | $5,821+56.0% | $6,713+35.3% |
| Admin fee / account holder | $513 | $13,988-96.3% | $10,601-95.2% | $11,407-95.5% |