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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 | $45,017 | $77,164-41.7% | $178,014-74.7% | $80,874-44.3% |
| Participation rate | 40.3% | 65.7%-25.4pp | 77.1%-36.8pp | 67.6%-27.3pp |
| Annual return | 11.16% | 18.09%-6.9pp | 294.80%-283.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,765 | $2,288-22.8% | $3,950-55.3% | $2,756-35.9% |
| Participant deferral / active EE | $3,170 | $4,408-28.1% | $6,276-49.5% | $4,297-26.2% |
| Admin fee / account holder | $6,275 | $7,164-12.4% | $10,362-39.4% | $6,935-9.5% |