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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 | $47,334 | $102,422-53.8% | $147,117-67.8% | $80,959-41.5% |
| Participation rate | 53.2% | 75.9%-22.6pp | 82.2%-29.0pp | 67.7%-14.4pp |
| Annual return | 14.51% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,146 | $3,717-42.3% | $4,932-56.5% | $2,757-22.2% |
| Participant deferral / active EE | $4,400 | $6,652-33.9% | $8,065-45.4% | $4,300+2.3% |
| Admin fee / account holder | $5,505 | $7,953-30.8% | $12,993-57.6% | $6,925-20.5% |