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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 | $45,727 | $102,422-55.4% | $147,117-68.9% | $80,959-43.5% |
| Participation rate | 60.3% | 75.9%-15.6pp | 82.2%-21.9pp | 67.7%-7.4pp |
| Annual return | 18.54% | 135.16%-116.6pp | 420.54%-402.0pp | 35.67%-17.1pp |
| Employer contribution / active EE | $1,548 | $3,717-58.3% | $4,932-68.6% | $2,757-43.8% |
| Participant deferral / active EE | $4,599 | $6,652-30.9% | $8,065-43.0% | $4,300+6.9% |
| Admin fee / account holder | $7,614 | $7,953-4.3% | $12,993-41.4% | $6,925+9.9% |