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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 | $59,780 | $92,224-35.2% | $105,223-43.2% | $79,634-24.9% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.0%-41.7pp | 62.5%-29.2pp |
| Annual return | 21.20% | 88.65%-67.5pp | 180.65%-159.5pp | 36.46%-15.3pp |
| Employer contribution / active EE | $1,418 | $3,965-64.2% | $3,689-61.6% | $2,529-43.9% |
| Participant deferral / active EE | $2,815 | $3,834-26.6% | $5,072-44.5% | $3,835-26.6% |
| Admin fee / account holder | $3,960 | $1,121+253.4% | $8,859-55.3% | $1,002+295.3% |