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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 | $66,070 | $102,385-35.5% | $147,080-55.1% | $80,935-18.4% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.7%-13.1pp |
| Annual return | 12.94% | 135.09%-122.2pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,131 | $3,717-69.6% | $4,933-77.1% | $2,757-59.0% |
| Participant deferral / active EE | $2,724 | $6,651-59.0% | $8,066-66.2% | $4,299-36.6% |
| Admin fee / account holder | $7,939 | $7,951-0.2% | $12,989-38.9% | $6,924+14.7% |