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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 | $61,437 | $154,209-60.2% | $130,062-52.8% | $139,487-56.0% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 15.32% | 32.52%-17.2pp | -137.37%+152.7pp | 373.84%-358.5pp |
| Employer contribution / active EE | $1,662 | $5,292-68.6% | $4,322-61.6% | $4,755-65.1% |
| Participant deferral / active EE | $3,256 | $6,709-51.5% | $5,821-44.1% | $6,713-51.5% |
| Admin fee / account holder | $811 | $13,988-94.2% | $10,601-92.3% | $11,407-92.9% |