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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 | $55,868 | $102,422-45.5% | $147,117-62.0% | $80,959-31.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 12.98% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $3,424 | $3,717-7.9% | $4,932-30.6% | $2,757+24.2% |
| Participant deferral / active EE | $10,086 | $6,652+51.6% | $8,065+25.1% | $4,300+134.5% |
| Admin fee / account holder | $6,759 | $7,953-15.0% | $12,993-48.0% | $6,925-2.4% |