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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 | $48,270 | $102,382-52.9% | $147,005-67.2% | $80,874-40.3% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.2%-26.2pp | 67.6%-11.6pp |
| Annual return | 14.06% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $3,558 | $3,715-4.2% | $4,934-27.9% | $2,756+29.1% |
| Participant deferral / active EE | $6,153 | $6,646-7.4% | $8,070-23.7% | $4,297+43.2% |
| Admin fee / account holder | $6,168 | $7,942-22.3% | $13,006-52.6% | $6,935-11.1% |