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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 | $56,355 | $102,393-45.0% | $147,041-61.7% | $80,911-30.3% |
| Participation rate | 47.2% | 75.9%-28.7pp | 82.2%-35.0pp | 67.6%-20.5pp |
| Annual return | 17.55% | 134.95%-117.4pp | 419.21%-401.7pp | 35.63%-18.1pp |
| Employer contribution / active EE | $2,577 | $3,715-30.6% | $4,935-47.8% | $2,756-6.5% |
| Participant deferral / active EE | $6,106 | $6,647-8.1% | $8,071-24.3% | $4,297+42.1% |
| Admin fee / account holder | $8,168 | $7,943+2.8% | $13,006-37.2% | $6,935+17.8% |