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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 | $59,027 | $102,393-42.4% | $147,041-59.9% | $80,911-27.0% |
| Participation rate | 68.3% | 75.9%-7.5pp | 82.2%-13.8pp | 67.6%+0.7pp |
| Annual return | 14.97% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.7pp |
| Employer contribution / active EE | $1,583 | $3,715-57.4% | $4,935-67.9% | $2,756-42.5% |
| Participant deferral / active EE | $4,046 | $6,647-39.1% | $8,071-49.9% | $4,297-5.8% |
| Admin fee / account holder | $2,762 | $7,943-65.2% | $13,006-78.8% | $6,935-60.2% |