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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 | $49,959 | $102,382-51.2% | $147,005-66.0% | $80,874-38.2% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.2%-19.2pp | 67.6%-4.7pp |
| Annual return | 14.10% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,877 | $3,715-22.6% | $4,934-41.7% | $2,756+4.4% |
| Participant deferral / active EE | $6,914 | $6,646+4.0% | $8,070-14.3% | $4,297+60.9% |
| Admin fee / account holder | $5,977 | $7,942-24.7% | $13,006-54.0% | $6,935-13.8% |