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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 | $75,427 | $102,429-26.4% | $147,096-48.7% | $80,925-6.8% |
| Participation rate | 47.7% | 75.9%-28.2pp | 82.2%-34.5pp | 67.7%-20.0pp |
| Annual return | 25.86% | 135.02%-109.2pp | 419.75%-393.9pp | 35.65%-9.8pp |
| Employer contribution / active EE | $2,647 | $3,716-28.8% | $4,936-46.4% | $2,756-4.0% |
| Participant deferral / active EE | $3,940 | $6,649-40.7% | $8,071-51.2% | $4,299-8.3% |
| Admin fee / account holder | $1,641 | $7,957-79.4% | $13,005-87.4% | $6,940-76.4% |