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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 | $69,533 | $110,629-37.1% | $80,784-13.9% | $167,553-58.5% |
| Participation rate | 46.7% | 64.0%-17.3pp | 54.2%-7.5pp | 82.1%-35.4pp |
| Annual return | 8.79% | 120.58%-111.8pp | 87.31%-78.5pp | 478.89%-470.1pp |
| Employer contribution / active EE | $1,007 | $1,543-34.8% | $1,160-13.2% | $4,840-79.2% |
| Participant deferral / active EE | $7,162 | $2,871+149.5% | $2,145+233.8% | $6,343+12.9% |
| Admin fee / account holder | $1,417 | $4,547-68.8% | $3,380-58.1% | $12,316-88.5% |