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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 | $41,813 | $102,422-59.2% | $147,117-71.6% | $80,959-48.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 16.05% | 135.16%-119.1pp | 420.54%-404.5pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,388 | $3,717-62.7% | $4,932-71.9% | $2,757-49.7% |
| Participant deferral / active EE | $2,946 | $6,652-55.7% | $8,065-63.5% | $4,300-31.5% |
| Admin fee / account holder | $5,784 | $7,953-27.3% | $12,993-55.5% | $6,925-16.5% |