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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 | $58,876 | $102,385-42.5% | $147,080-60.0% | $80,935-27.3% |
| Participation rate | 54.2% | 75.9%-21.6pp | 82.2%-27.9pp | 67.7%-13.4pp |
| Annual return | 16.83% | 135.09%-118.3pp | 420.17%-403.3pp | 35.66%-18.8pp |
| Employer contribution / active EE | $2,164 | $3,717-41.8% | $4,933-56.1% | $2,757-21.5% |
| Participant deferral / active EE | $3,688 | $6,651-44.5% | $8,066-54.3% | $4,299-14.2% |
| Admin fee / account holder | $1,144 | $7,951-85.6% | $12,989-91.2% | $6,924-83.5% |