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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 | $40,516 | $102,382-60.4% | $147,005-72.4% | $80,874-49.9% |
| Participation rate | 63.5% | 75.8%-12.3pp | 82.2%-18.6pp | 67.6%-4.1pp |
| Annual return | 16.61% | 134.89%-118.3pp | 418.76%-402.2pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,658 | $3,715-28.4% | $4,934-46.1% | $2,756-3.5% |
| Participant deferral / active EE | $4,760 | $6,646-28.4% | $8,070-41.0% | $4,297+10.8% |
| Admin fee / account holder | $3,570 | $7,942-55.1% | $13,006-72.6% | $6,935-48.5% |