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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 | $50,235 | $102,393-50.9% | $147,041-65.8% | $80,911-37.9% |
| Participation rate | 56.1% | 75.9%-19.8pp | 82.2%-26.1pp | 67.6%-11.6pp |
| Annual return | 12.16% | 134.95%-122.8pp | 419.21%-407.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $4,488 | $3,715+20.8% | $4,935-9.1% | $2,756+62.8% |
| Participant deferral / active EE | $9,862 | $6,647+48.4% | $8,071+22.2% | $4,297+129.5% |
| Admin fee / account holder | $13,497 | $7,943+69.9% | $13,006+3.8% | $6,935+94.6% |