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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 | $57,085 | $102,422-44.3% | $147,117-61.2% | $80,959-29.5% |
| Participation rate | 47.7% | 75.9%-28.1pp | 82.2%-34.5pp | 67.7%-19.9pp |
| Annual return | 16.51% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $4,059 | $3,717+9.2% | $4,932-17.7% | $2,757+47.2% |
| Participant deferral / active EE | $9,467 | $6,652+42.3% | $8,065+17.4% | $4,300+120.1% |
| Admin fee / account holder | $2,420 | $7,953-69.6% | $12,993-81.4% | $6,925-65.1% |