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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 | $40,074 | $102,422-60.9% | $147,117-72.8% | $80,959-50.5% |
| Participation rate | 47.5% | 75.9%-28.3pp | 82.2%-34.6pp | 67.7%-20.1pp |
| Annual return | 12.75% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,959 | $3,717-47.3% | $4,932-60.3% | $2,757-29.0% |
| Participant deferral / active EE | $5,018 | $6,652-24.6% | $8,065-37.8% | $4,300+16.7% |
| Admin fee / account holder | $6,513 | $7,953-18.1% | $12,993-49.9% | $6,925-5.9% |