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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 | $45,404 | $102,429-55.7% | $147,096-69.1% | $80,925-43.9% |
| Participation rate | 62.8% | 75.9%-13.1pp | 82.2%-19.4pp | 67.7%-4.9pp |
| Annual return | 18.46% | 135.02%-116.6pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $3,451 | $3,716-7.1% | $4,936-30.1% | $2,756+25.2% |
| Participant deferral / active EE | $7,172 | $6,649+7.9% | $8,071-11.1% | $4,299+66.8% |
| Admin fee / account holder | $1,637 | $7,957-79.4% | $13,005-87.4% | $6,940-76.4% |