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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 | $62,241 | $102,382-39.2% | $147,005-57.7% | $80,874-23.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 22.08% | 134.89%-112.8pp | 418.76%-396.7pp | 35.62%-13.5pp |
| Employer contribution / active EE | $2,249 | $3,715-39.5% | $4,934-54.4% | $2,756-18.4% |
| Participant deferral / active EE | $3,304 | $6,646-50.3% | $8,070-59.1% | $4,297-23.1% |
| Admin fee / account holder | $319 | $7,942-96.0% | $13,006-97.6% | $6,935-95.4% |