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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 | $41,474 | $105,200-60.6% | $159,474-74.0% | $85,847-51.7% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.8%-18.9pp | 69.3%-5.4pp |
| Annual return | 17.91% | 45.08%-27.2pp | 263.68%-245.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $2,149 | $3,319-35.2% | $4,831-55.5% | $2,565-16.2% |
| Participant deferral / active EE | $4,199 | $5,946-29.4% | $7,353-42.9% | $3,952+6.2% |
| Admin fee / account holder | $5,823 | $6,934-16.0% | $10,802-46.1% | $6,261-7.0% |