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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 | $54,320 | $102,422-47.0% | $147,117-63.1% | $80,959-32.9% |
| Participation rate | 52.6% | 75.9%-23.2pp | 82.2%-29.6pp | 67.7%-15.0pp |
| Annual return | 14.07% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,929 | $3,717-48.1% | $4,932-60.9% | $2,757-30.0% |
| Participant deferral / active EE | $3,877 | $6,652-41.7% | $8,065-51.9% | $4,300-9.8% |
| Admin fee / account holder | $688 | $7,953-91.3% | $12,993-94.7% | $6,925-90.1% |