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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 | $55,449 | $85,766-35.3% | $136,298-59.3% | $70,126-20.9% |
| Participation rate | 46.7% | 74.2%-27.5pp | 81.9%-35.3pp | 69.5%-22.9pp |
| Annual return | 19.07% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $1,326 | $2,966-55.3% | $4,696-71.8% | $2,343-43.4% |
| Participant deferral / active EE | $3,189 | $5,051-36.9% | $6,247-49.0% | $3,332-4.3% |
| Admin fee / account holder | $11,646 | $5,421+114.8% | $9,244+26.0% | $4,645+150.7% |