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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 | $35,384 | $102,429-65.5% | $147,096-75.9% | $80,925-56.3% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.7%+0.5pp |
| Annual return | 14.31% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $2,375 | $3,716-36.1% | $4,936-51.9% | $2,756-13.8% |
| Participant deferral / active EE | $5,026 | $6,649-24.4% | $8,071-37.7% | $4,299+16.9% |
| Admin fee / account holder | $5,709 | $7,957-28.3% | $13,005-56.1% | $6,940-17.7% |