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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 | $33,141 | $102,422-67.6% | $147,117-77.5% | $80,959-59.1% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 15.84% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,652 | $3,717-55.6% | $4,932-66.5% | $2,757-40.1% |
| Participant deferral / active EE | $4,687 | $6,652-29.5% | $8,065-41.9% | $4,300+9.0% |
| Admin fee / account holder | $4,772 | $7,953-40.0% | $12,993-63.3% | $6,925-31.1% |