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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 | $38,822 | $102,429-62.1% | $147,096-73.6% | $80,925-52.0% |
| Participation rate | 64.5% | 75.9%-11.3pp | 82.2%-17.7pp | 67.7%-3.1pp |
| Annual return | 13.49% | 135.02%-121.5pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,155 | $3,716-42.0% | $4,936-56.3% | $2,756-21.8% |
| Participant deferral / active EE | $4,653 | $6,649-30.0% | $8,071-42.3% | $4,299+8.3% |
| Admin fee / account holder | $3,429 | $7,957-56.9% | $13,005-73.6% | $6,940-50.6% |