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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 | $43,618 | $102,422-57.4% | $147,117-70.4% | $80,959-46.1% |
| Participation rate | 47.1% | 75.9%-28.8pp | 82.2%-35.1pp | 67.7%-20.6pp |
| Annual return | 12.04% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,885 | $3,717-49.3% | $4,932-61.8% | $2,757-31.6% |
| Participant deferral / active EE | $6,027 | $6,652-9.4% | $8,065-25.3% | $4,300+40.2% |
| Admin fee / account holder | $5,203 | $7,953-34.6% | $12,993-60.0% | $6,925-24.9% |