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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 | $62,322 | $102,422-39.2% | $147,117-57.6% | $80,959-23.0% |
| Participation rate | 57.6% | 75.9%-18.3pp | 82.2%-24.6pp | 67.7%-10.1pp |
| Annual return | 13.15% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $2,591 | $3,717-30.3% | $4,932-47.5% | $2,757-6.0% |
| Participant deferral / active EE | $4,162 | $6,652-37.4% | $8,065-48.4% | $4,300-3.2% |
| Admin fee / account holder | $665 | $7,953-91.6% | $12,993-94.9% | $6,925-90.4% |