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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 | $102,422-52.9% | $147,117-67.2% | $80,959-40.4% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 14.06% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $3,558 | $3,717-4.3% | $4,932-27.9% | $2,757+29.1% |
| Participant deferral / active EE | $6,153 | $6,652-7.5% | $8,065-23.7% | $4,300+43.1% |
| Admin fee / account holder | $6,168 | $7,953-22.4% | $12,993-52.5% | $6,925-10.9% |