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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 | $56,912 | $102,422-44.4% | $147,117-61.3% | $80,959-29.7% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 13.60% | 135.16%-121.6pp | 420.54%-406.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,324 | $3,717-37.5% | $4,932-52.9% | $2,757-15.7% |
| Participant deferral / active EE | $4,406 | $6,652-33.8% | $8,065-45.4% | $4,300+2.5% |
| Admin fee / account holder | $3,825 | $7,953-51.9% | $12,993-70.6% | $6,925-44.8% |