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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 | $55,868 | $102,429-45.5% | $147,096-62.0% | $80,925-31.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 12.98% | 135.02%-122.0pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,424 | $3,716-7.8% | $4,936-30.6% | $2,756+24.2% |
| Participant deferral / active EE | $10,086 | $6,649+51.7% | $8,071+25.0% | $4,299+134.6% |
| Admin fee / account holder | $6,759 | $7,957-15.1% | $13,005-48.0% | $6,940-2.6% |