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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 | $56,102 | $102,385-45.2% | $147,080-61.9% | $80,935-30.7% |
| Participation rate | 55.4% | 75.9%-20.5pp | 82.2%-26.8pp | 67.7%-12.3pp |
| Annual return | 14.86% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,286 | $3,717-65.4% | $4,933-73.9% | $2,757-53.3% |
| Participant deferral / active EE | $5,933 | $6,651-10.8% | $8,066-26.5% | $4,299+38.0% |
| Admin fee / account holder | $3,965 | $7,951-50.1% | $12,989-69.5% | $6,924-42.7% |