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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 | $102,385-26.3% | $147,080-48.7% | $80,935-6.8% |
| Participation rate | 47.7% | 75.9%-28.2pp | 82.2%-34.5pp | 67.7%-20.0pp |
| Annual return | 25.86% | 135.09%-109.2pp | 420.17%-394.3pp | 35.66%-9.8pp |
| Employer contribution / active EE | $2,647 | $3,717-28.8% | $4,933-46.4% | $2,757-4.0% |
| Participant deferral / active EE | $3,940 | $6,651-40.8% | $8,066-51.2% | $4,299-8.4% |
| Admin fee / account holder | $1,641 | $7,951-79.4% | $12,989-87.4% | $6,924-76.3% |