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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 | $48,809 | $102,422-52.3% | $147,117-66.8% | $80,959-39.7% |
| Participation rate | 35.5% | 75.9%-40.4pp | 82.2%-46.7pp | 67.7%-32.2pp |
| Annual return | 13.89% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,293 | $3,717-65.2% | $4,932-73.8% | $2,757-53.1% |
| Participant deferral / active EE | $4,448 | $6,652-33.1% | $8,065-44.8% | $4,300+3.4% |
| Admin fee / account holder | $6,943 | $7,953-12.7% | $12,993-46.6% | $6,925+0.2% |