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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 | $33,652 | $102,429-67.1% | $147,096-77.1% | $80,925-58.4% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.7%-13.1pp |
| Annual return | 16.19% | 135.02%-118.8pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,725 | $3,716-53.6% | $4,936-65.0% | $2,756-37.4% |
| Participant deferral / active EE | $3,314 | $6,649-50.2% | $8,071-58.9% | $4,299-22.9% |
| Admin fee / account holder | $2,199 | $7,957-72.4% | $13,005-83.1% | $6,940-68.3% |