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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 | $50,690 | $102,429-50.5% | $147,096-65.5% | $80,925-37.4% |
| Participation rate | 47.8% | 75.9%-28.0pp | 82.2%-34.4pp | 67.7%-19.8pp |
| Annual return | 13.08% | 135.02%-121.9pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,953 | $3,716-47.4% | $4,936-60.4% | $2,756-29.2% |
| Participant deferral / active EE | $5,225 | $6,649-21.4% | $8,071-35.3% | $4,299+21.6% |
| Admin fee / account holder | $6,043 | $7,957-24.1% | $13,005-53.5% | $6,940-12.9% |