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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 | $102,429-51.2% | $147,096-66.0% | $80,925-38.3% |
| Participation rate | 62.9% | 75.9%-12.9pp | 82.2%-19.3pp | 67.7%-4.7pp |
| Annual return | 14.10% | 135.02%-120.9pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,877 | $3,716-22.6% | $4,936-41.7% | $2,756+4.4% |
| Participant deferral / active EE | $6,914 | $6,649+4.0% | $8,071-14.3% | $4,299+60.9% |
| Admin fee / account holder | $5,977 | $7,957-24.9% | $13,005-54.0% | $6,940-13.9% |