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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 | $38,746 | $102,422-62.2% | $147,117-73.7% | $80,959-52.1% |
| Participation rate | 58.2% | 75.9%-17.6pp | 82.2%-24.0pp | 67.7%-9.4pp |
| Annual return | 12.95% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,061 | $3,717-44.6% | $4,932-58.2% | $2,757-25.3% |
| Participant deferral / active EE | $5,174 | $6,652-22.2% | $8,065-35.8% | $4,300+20.3% |
| Admin fee / account holder | $10,595 | $7,953+33.2% | $12,993-18.5% | $6,925+53.0% |