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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 | $62,513 | $102,393-38.9% | $147,041-57.5% | $80,911-22.7% |
| Participation rate | 67.4% | 75.9%-8.5pp | 82.2%-14.8pp | 67.6%-0.3pp |
| Annual return | 13.29% | 134.95%-121.7pp | 419.21%-405.9pp | 35.63%-22.3pp |
| Employer contribution / active EE | $2,525 | $3,715-32.0% | $4,935-48.8% | $2,756-8.4% |
| Participant deferral / active EE | $5,899 | $6,647-11.2% | $8,071-26.9% | $4,297+37.3% |
| Admin fee / account holder | $1,559 | $7,943-80.4% | $13,006-88.0% | $6,935-77.5% |