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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 | $70,034 | $95,406-26.6% | $185,849-62.3% | $85,847-18.4% |
| Participation rate | 49.4% | 68.8%-19.4pp | 81.7%-32.3pp | 69.3%-19.9pp |
| Annual return | 12.91% | 23.59%-10.7pp | 122.10%-109.2pp | 318.61%-305.7pp |
| Employer contribution / active EE | $500 | $3,314-84.9% | $5,169-90.3% | $2,565-80.5% |
| Participant deferral / active EE | $1,831 | $3,424-46.5% | $5,569-67.1% | $3,952-53.7% |
| Admin fee / account holder | $10,887 | $7,214+50.9% | $16,244-33.0% | $6,261+73.9% |