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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 | $44,367 | $102,385-56.7% | $147,080-69.8% | $80,935-45.2% |
| Participation rate | 69.8% | 75.9%-6.1pp | 82.2%-12.4pp | 67.7%+2.2pp |
| Annual return | 12.45% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,829 | $3,717-50.8% | $4,933-62.9% | $2,757-33.7% |
| Participant deferral / active EE | $5,390 | $6,651-19.0% | $8,066-33.2% | $4,299+25.4% |
| Admin fee / account holder | $2,497 | $7,951-68.6% | $12,989-80.8% | $6,924-63.9% |