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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 | $52,469 | $82,678-36.5% | $125,391-58.2% | $68,490-23.4% |
| Participation rate | 59.5% | 75.1%-15.6pp | 82.4%-22.9pp | 67.9%-8.4pp |
| Annual return | 13.63% | -5.97%+19.6pp | 572.41%-558.8pp | -7.85%+21.5pp |
| Employer contribution / active EE | $2,144 | $3,382-36.6% | $4,816-55.5% | $2,597-17.4% |
| Participant deferral / active EE | $4,749 | $6,111-22.3% | $7,448-36.2% | $4,028+17.9% |
| Admin fee / account holder | $5,372 | $6,277-14.4% | $10,009-46.3% | $5,403-0.6% |