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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 | $47,764 | $102,385-53.3% | $147,080-67.5% | $80,935-41.0% |
| Participation rate | 63.0% | 75.9%-12.9pp | 82.2%-19.2pp | 67.7%-4.7pp |
| Annual return | 13.54% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,865 | $3,717-49.8% | $4,933-62.2% | $2,757-32.3% |
| Participant deferral / active EE | $4,971 | $6,651-25.3% | $8,066-38.4% | $4,299+15.6% |
| Admin fee / account holder | $663 | $7,951-91.7% | $12,989-94.9% | $6,924-90.4% |