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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 | $27,862 | $102,385-72.8% | $147,080-81.1% | $80,935-65.6% |
| Participation rate | 52.2% | 75.9%-23.7pp | 82.2%-30.0pp | 67.7%-15.5pp |
| Annual return | 17.37% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $3,092 | $3,717-16.8% | $4,933-37.3% | $2,757+12.2% |
| Participant deferral / active EE | $5,835 | $6,651-12.3% | $8,066-27.7% | $4,299+35.7% |
| Admin fee / account holder | $2,082 | $7,951-73.8% | $12,989-84.0% | $6,924-69.9% |