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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 | $60,049 | $102,422-41.4% | $147,117-59.2% | $80,959-25.8% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 12.29% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,822 | $3,717-51.0% | $4,932-63.1% | $2,757-33.9% |
| Participant deferral / active EE | $4,030 | $6,652-39.4% | $8,065-50.0% | $4,300-6.3% |
| Admin fee / account holder | $2,070 | $7,953-74.0% | $12,993-84.1% | $6,925-70.1% |