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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 | $54,071 | $102,422-47.2% | $147,117-63.2% | $80,959-33.2% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 13.77% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,287 | $3,717-38.5% | $4,932-53.6% | $2,757-17.1% |
| Participant deferral / active EE | $6,124 | $6,652-7.9% | $8,065-24.1% | $4,300+42.4% |
| Admin fee / account holder | $1,374 | $7,953-82.7% | $12,993-89.4% | $6,925-80.2% |