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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 | $45,419 | $102,422-55.7% | $147,117-69.1% | $80,959-43.9% |
| Participation rate | 44.4% | 75.9%-31.4pp | 82.2%-37.7pp | 67.7%-23.2pp |
| Annual return | 14.21% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,725 | $3,717-53.6% | $4,932-65.0% | $2,757-37.4% |
| Participant deferral / active EE | $4,359 | $6,652-34.5% | $8,065-45.9% | $4,300+1.4% |
| Admin fee / account holder | $2,428 | $7,953-69.5% | $12,993-81.3% | $6,925-64.9% |