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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 | $68,083 | $102,422-33.5% | $147,117-53.7% | $80,959-15.9% |
| Participation rate | 41.5% | 75.9%-34.4pp | 82.2%-40.7pp | 67.7%-26.2pp |
| Annual return | 14.64% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,607 | $3,717-56.8% | $4,932-67.4% | $2,757-41.7% |
| Participant deferral / active EE | $3,062 | $6,652-54.0% | $8,065-62.0% | $4,300-28.8% |
| Admin fee / account holder | $4,426 | $7,953-44.3% | $12,993-65.9% | $6,925-36.1% |