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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 | $56,215 | $102,385-45.1% | $147,080-61.8% | $80,935-30.5% |
| Participation rate | 47.1% | 75.9%-28.8pp | 82.2%-35.1pp | 67.7%-20.6pp |
| Annual return | 20.41% | 135.09%-114.7pp | 420.17%-399.8pp | 35.66%-15.2pp |
| Employer contribution / active EE | $1,878 | $3,717-49.5% | $4,933-61.9% | $2,757-31.9% |
| Participant deferral / active EE | $3,654 | $6,651-45.1% | $8,066-54.7% | $4,299-15.0% |
| Admin fee / account holder | $2,165 | $7,951-72.8% | $12,989-83.3% | $6,924-68.7% |