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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 | $102,422-51.2% | $147,117-66.0% | $80,959-38.3% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.7pp |
| Annual return | 14.10% | 135.16%-121.1pp | 420.54%-406.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,877 | $3,717-22.6% | $4,932-41.7% | $2,757+4.3% |
| Participant deferral / active EE | $6,914 | $6,652+3.9% | $8,065-14.3% | $4,300+60.8% |
| Admin fee / account holder | $5,977 | $7,953-24.8% | $12,993-54.0% | $6,925-13.7% |