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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 | $54,620 | $102,422-46.7% | $147,117-62.9% | $80,959-32.5% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | 14.37% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,534 | $3,717-58.7% | $4,932-68.9% | $2,757-44.4% |
| Participant deferral / active EE | $3,786 | $6,652-43.1% | $8,065-53.1% | $4,300-12.0% |
| Admin fee / account holder | $3,045 | $7,953-61.7% | $12,993-76.6% | $6,925-56.0% |