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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 | $76,633 | $102,393-25.2% | $147,041-47.9% | $80,911-5.3% |
| Participation rate | 64.1% | 75.9%-11.8pp | 82.2%-18.1pp | 67.6%-3.5pp |
| Annual return | 13.10% | 134.95%-121.9pp | 419.21%-406.1pp | 35.63%-22.5pp |
| Employer contribution / active EE | $2,173 | $3,715-41.5% | $4,935-56.0% | $2,756-21.1% |
| Participant deferral / active EE | $5,165 | $6,647-22.3% | $8,071-36.0% | $4,297+20.2% |
| Admin fee / account holder | $931 | $7,943-88.3% | $13,006-92.8% | $6,935-86.6% |