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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 | $26,151 | $102,422-74.5% | $147,117-82.2% | $80,959-67.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 12.20% | 135.16%-123.0pp | 420.54%-408.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,385 | $3,717-62.7% | $4,932-71.9% | $2,757-49.8% |
| Participant deferral / active EE | $5,002 | $6,652-24.8% | $8,065-38.0% | $4,300+16.3% |
| Admin fee / account holder | $2,544 | $7,953-68.0% | $12,993-80.4% | $6,925-63.3% |