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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 | $43,294 | $102,385-57.7% | $147,080-70.6% | $80,935-46.5% |
| Participation rate | 64.5% | 75.9%-11.4pp | 82.2%-17.7pp | 67.7%-3.1pp |
| Annual return | 26.63% | 135.09%-108.5pp | 420.17%-393.5pp | 35.66%-9.0pp |
| Employer contribution / active EE | $2,285 | $3,717-38.5% | $4,933-53.7% | $2,757-17.1% |
| Participant deferral / active EE | $12,934 | $6,651+94.5% | $8,066+60.3% | $4,299+200.8% |
| Admin fee / account holder | $15,022 | $7,951+88.9% | $12,989+15.7% | $6,924+116.9% |