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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 | $65,886 | $102,422-35.7% | $147,117-55.2% | $80,959-18.6% |
| Participation rate | 45.2% | 75.9%-30.7pp | 82.2%-37.0pp | 67.7%-22.5pp |
| Annual return | 15.56% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,857 | $3,717-50.0% | $4,932-62.3% | $2,757-32.6% |
| Participant deferral / active EE | $3,940 | $6,652-40.8% | $8,065-51.1% | $4,300-8.4% |
| Admin fee / account holder | $11,165 | $7,953+40.4% | $12,993-14.1% | $6,925+61.2% |