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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 | $75,287 | $102,385-26.5% | $147,080-48.8% | $80,935-7.0% |
| Participation rate | 48.7% | 75.9%-27.2pp | 82.2%-33.5pp | 67.7%-18.9pp |
| Annual return | 20.64% | 135.09%-114.4pp | 420.17%-399.5pp | 35.66%-15.0pp |
| Employer contribution / active EE | $1,869 | $3,717-49.7% | $4,933-62.1% | $2,757-32.2% |
| Participant deferral / active EE | $8,546 | $6,651+28.5% | $8,066+5.9% | $4,299+98.8% |
| Admin fee / account holder | $1,308 | $7,951-83.6% | $12,989-89.9% | $6,924-81.1% |