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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 | $55,027 | $102,429-46.3% | $147,096-62.6% | $80,925-32.0% |
| Participation rate | 43.2% | 75.9%-32.6pp | 82.2%-38.9pp | 67.7%-24.4pp |
| Annual return | 13.48% | 135.02%-121.5pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,377 | $3,716-62.9% | $4,936-72.1% | $2,756-50.0% |
| Participant deferral / active EE | $2,963 | $6,649-55.4% | $8,071-63.3% | $4,299-31.1% |
| Admin fee / account holder | $1,190 | $7,957-85.0% | $13,005-90.8% | $6,940-82.8% |