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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 | $32,518 | $102,422-68.3% | $147,117-77.9% | $80,959-59.8% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | 15.80% | 135.16%-119.4pp | 420.54%-404.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,886 | $3,717-49.3% | $4,932-61.8% | $2,757-31.6% |
| Participant deferral / active EE | $5,059 | $6,652-23.9% | $8,065-37.3% | $4,300+17.6% |
| Admin fee / account holder | $2,320 | $7,953-70.8% | $12,993-82.1% | $6,925-66.5% |