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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 | $44,720 | $102,385-56.3% | $147,080-69.6% | $80,935-44.7% |
| Participation rate | 61.8% | 75.9%-14.1pp | 82.2%-20.4pp | 67.7%-5.9pp |
| Annual return | 32.29% | 135.09%-102.8pp | 420.17%-387.9pp | 35.66%-3.4pp |
| Employer contribution / active EE | $2,312 | $3,717-37.8% | $4,933-53.1% | $2,757-16.1% |
| Participant deferral / active EE | $5,542 | $6,651-16.7% | $8,066-31.3% | $4,299+28.9% |
| Admin fee / account holder | $8,916 | $7,951+12.1% | $12,989-31.4% | $6,924+28.8% |