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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 | $46,935 | $102,422-54.2% | $147,117-68.1% | $80,959-42.0% |
| Participation rate | 63.9% | 75.9%-12.0pp | 82.2%-18.3pp | 67.7%-3.8pp |
| Annual return | 13.60% | 135.16%-121.6pp | 420.54%-406.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,758 | $3,717-52.7% | $4,932-64.4% | $2,757-36.2% |
| Participant deferral / active EE | $5,405 | $6,652-18.7% | $8,065-33.0% | $4,300+25.7% |
| Admin fee / account holder | $2,010 | $7,953-74.7% | $12,993-84.5% | $6,925-71.0% |