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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 | $39,879 | $102,422-61.1% | $147,117-72.9% | $80,959-50.7% |
| Participation rate | 69.7% | 75.9%-6.2pp | 82.2%-12.5pp | 67.7%+2.0pp |
| Annual return | 16.50% | 135.16%-118.7pp | 420.54%-404.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,914 | $3,717-48.5% | $4,932-61.2% | $2,757-30.6% |
| Participant deferral / active EE | $7,777 | $6,652+16.9% | $8,065-3.6% | $4,300+80.8% |
| Admin fee / account holder | $3,822 | $7,953-51.9% | $12,993-70.6% | $6,925-44.8% |