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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 | $45,523 | $102,422-55.6% | $147,117-69.1% | $80,959-43.8% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | 18.76% | 135.16%-116.4pp | 420.54%-401.8pp | 35.67%-16.9pp |
| Employer contribution / active EE | $1,677 | $3,717-54.9% | $4,932-66.0% | $2,757-39.2% |
| Participant deferral / active EE | $6,343 | $6,652-4.6% | $8,065-21.3% | $4,300+47.5% |
| Admin fee / account holder | $1,549 | $7,953-80.5% | $12,993-88.1% | $6,925-77.6% |