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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 | $44,200 | $102,385-56.8% | $147,080-69.9% | $80,935-45.4% |
| Participation rate | 64.5% | 75.9%-11.4pp | 82.2%-17.7pp | 67.7%-3.2pp |
| Annual return | 19.21% | 135.09%-115.9pp | 420.17%-401.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $1,952 | $3,717-47.5% | $4,933-60.4% | $2,757-29.2% |
| Participant deferral / active EE | $4,862 | $6,651-26.9% | $8,066-39.7% | $4,299+13.1% |
| Admin fee / account holder | $2,604 | $7,951-67.3% | $12,989-80.0% | $6,924-62.4% |