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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 | $25,447 | $107,368-76.3% | $92,915-72.6% | $152,909-83.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 12.73% | 145.64%-132.9pp | 109.45%-96.7pp | 345.46%-332.7pp |
| Employer contribution / active EE | $1,283 | $4,222-69.6% | $3,653-64.9% | $4,764-73.1% |
| Participant deferral / active EE | $4,940 | $4,848+1.9% | $4,238+16.6% | $5,851-15.6% |
| Admin fee / account holder | $2,082 | $7,082-70.6% | $5,796-64.1% | $11,601-82.1% |