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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 | $56,716 | $82,674-31.4% | $125,363-54.8% | $68,495-17.2% |
| Participation rate | 62.5% | 75.0%-12.5pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | 9.90% | -5.97%+15.9pp | 572.15%-562.2pp | -7.84%+17.7pp |
| Employer contribution / active EE | $1,532 | $3,382-54.7% | $4,815-68.2% | $2,596-41.0% |
| Participant deferral / active EE | $3,005 | $6,111-50.8% | $7,447-59.6% | $4,028-25.4% |
| Admin fee / account holder | $4,477 | $6,276-28.7% | $10,005-55.3% | $5,403-17.1% |