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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 | $47,470 | $102,422-53.7% | $147,117-67.7% | $80,959-41.4% |
| Participation rate | 55.4% | 75.9%-20.5pp | 82.2%-26.8pp | 67.7%-12.3pp |
| Annual return | 15.22% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $3,294 | $3,717-11.4% | $4,932-33.2% | $2,757+19.5% |
| Participant deferral / active EE | $3,723 | $6,652-44.0% | $8,065-53.8% | $4,300-13.4% |
| Admin fee / account holder | $5,396 | $7,953-32.2% | $12,993-58.5% | $6,925-22.1% |