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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 | $75,894 | $102,422-25.9% | $147,117-48.4% | $80,959-6.3% |
| Participation rate | 62.0% | 75.9%-13.9pp | 82.2%-20.2pp | 67.7%-5.7pp |
| Annual return | 19.48% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $2,158 | $3,717-42.0% | $4,932-56.3% | $2,757-21.7% |
| Participant deferral / active EE | $3,873 | $6,652-41.8% | $8,065-52.0% | $4,300-9.9% |
| Admin fee / account holder | $2,115 | $7,953-73.4% | $12,993-83.7% | $6,925-69.5% |