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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 | $102,422-62.1% | $147,117-73.6% | $80,959-52.0% |
| Participation rate | 64.5% | 75.9%-11.4pp | 82.2%-17.7pp | 67.7%-3.2pp |
| Annual return | 13.49% | 135.16%-121.7pp | 420.54%-407.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,155 | $3,717-42.0% | $4,932-56.3% | $2,757-21.9% |
| Participant deferral / active EE | $4,653 | $6,652-30.0% | $8,065-42.3% | $4,300+8.2% |
| Admin fee / account holder | $3,429 | $7,953-56.9% | $12,993-73.6% | $6,925-50.5% |