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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 | $54,849 | $102,385-46.4% | $147,080-62.7% | $80,935-32.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 12.18% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,456 | $3,717-60.8% | $4,933-70.5% | $2,757-47.2% |
| Participant deferral / active EE | $3,694 | $6,651-44.5% | $8,066-54.2% | $4,299-14.1% |
| Admin fee / account holder | $4,125 | $7,951-48.1% | $12,989-68.2% | $6,924-40.4% |