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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 | $42,627 | $102,422-58.4% | $147,117-71.0% | $80,959-47.3% |
| Participation rate | 52.6% | 75.9%-23.2pp | 82.2%-29.6pp | 67.7%-15.0pp |
| Annual return | 16.53% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $895 | $3,717-75.9% | $4,932-81.8% | $2,757-67.5% |
| Participant deferral / active EE | $4,305 | $6,652-35.3% | $8,065-46.6% | $4,300+0.1% |
| Admin fee / account holder | $3,980 | $7,953-50.0% | $12,993-69.4% | $6,925-42.5% |