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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 | $38,506 | $102,429-62.4% | $147,096-73.8% | $80,925-52.4% |
| Participation rate | 68.6% | 75.9%-7.3pp | 82.2%-13.6pp | 67.7%+0.9pp |
| Annual return | 16.73% | 135.02%-118.3pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $2,748 | $3,716-26.0% | $4,936-44.3% | $2,756-0.3% |
| Participant deferral / active EE | $5,335 | $6,649-19.8% | $8,071-33.9% | $4,299+24.1% |
| Admin fee / account holder | $6,796 | $7,957-14.6% | $13,005-47.7% | $6,940-2.1% |