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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 | $50,463 | $102,385-50.7% | $147,080-65.7% | $80,935-37.7% |
| Participation rate | 55.2% | 75.9%-20.7pp | 82.2%-27.0pp | 67.7%-12.5pp |
| Annual return | 17.30% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,068 | $3,717-44.3% | $4,933-58.1% | $2,757-25.0% |
| Participant deferral / active EE | $5,840 | $6,651-12.2% | $8,066-27.6% | $4,299+35.8% |
| Admin fee / account holder | $1,047 | $7,951-86.8% | $12,989-91.9% | $6,924-84.9% |