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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 | $63,181 | $102,385-38.3% | $147,080-57.0% | $80,935-21.9% |
| Participation rate | 39.7% | 75.9%-36.2pp | 82.2%-42.5pp | 67.7%-28.0pp |
| Annual return | 15.21% | 135.09%-119.9pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,113 | $3,717-70.1% | $4,933-77.4% | $2,757-59.6% |
| Participant deferral / active EE | $2,901 | $6,651-56.4% | $8,066-64.0% | $4,299-32.5% |
| Admin fee / account holder | $17,366 | $7,951+118.4% | $12,989+33.7% | $6,924+150.8% |