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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 | $44,405 | $102,385-56.6% | $147,080-69.8% | $80,935-45.1% |
| Participation rate | 67.4% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 13.46% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $4,670 | $3,717+25.7% | $4,933-5.3% | $2,757+69.4% |
| Participant deferral / active EE | $11,126 | $6,651+67.3% | $8,066+37.9% | $4,299+158.8% |
| Admin fee / account holder | $10,466 | $7,951+31.6% | $12,989-19.4% | $6,924+51.1% |