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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 | $36,892 | $154,193-76.1% | $130,045-71.6% | $139,466-73.5% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 24.71% | 32.51%-7.8pp | -137.30%+162.0pp | 373.66%-348.9pp |
| Employer contribution / active EE | $1,973 | $5,292-62.7% | $4,321-54.3% | $4,754-58.5% |
| Participant deferral / active EE | $4,156 | $6,709-38.0% | $5,820-28.6% | $6,712-38.1% |
| Admin fee / account holder | $1,385 | $13,989-90.1% | $10,600-86.9% | $11,409-87.9% |