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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 | $29,044 | $102,429-71.6% | $147,096-80.3% | $80,925-64.1% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.7%+1.1pp |
| Annual return | 13.23% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,227 | $3,716-40.1% | $4,936-54.9% | $2,756-19.2% |
| Participant deferral / active EE | $4,041 | $6,649-39.2% | $8,071-49.9% | $4,299-6.0% |
| Admin fee / account holder | $2,687 | $7,957-66.2% | $13,005-79.3% | $6,940-61.3% |