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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 | $93,501 | $154,193-39.4% | $130,045-28.1% | $139,466-33.0% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 13.82% | 32.51%-18.7pp | -137.30%+151.1pp | 373.66%-359.8pp |
| Employer contribution / active EE | $1,439 | $5,292-72.8% | $4,321-66.7% | $4,754-69.7% |
| Participant deferral / active EE | $5,160 | $6,709-23.1% | $5,820-11.3% | $6,712-23.1% |
| Admin fee / account holder | $501 | $13,989-96.4% | $10,600-95.3% | $11,409-95.6% |