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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 | $33,974 | $102,422-66.8% | $147,117-76.9% | $80,959-58.0% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.9pp | 67.7%-4.3pp |
| Annual return | 29.50% | 135.16%-105.7pp | 420.54%-391.0pp | 35.67%-6.2pp |
| Employer contribution / active EE | $2,476 | $3,717-33.4% | $4,932-49.8% | $2,757-10.2% |
| Participant deferral / active EE | $6,775 | $6,652+1.8% | $8,065-16.0% | $4,300+57.5% |
| Admin fee / account holder | $2,080 | $7,953-73.8% | $12,993-84.0% | $6,925-70.0% |