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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 | $55,033 | $102,393-46.3% | $147,041-62.6% | $80,911-32.0% |
| Participation rate | 63.0% | 75.9%-12.8pp | 82.2%-19.1pp | 67.6%-4.6pp |
| Annual return | 14.40% | 134.95%-120.6pp | 419.21%-404.8pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,432 | $3,715-61.5% | $4,935-71.0% | $2,756-48.0% |
| Participant deferral / active EE | $7,080 | $6,647+6.5% | $8,071-12.3% | $4,297+64.8% |
| Admin fee / account holder | $7,190 | $7,943-9.5% | $13,006-44.7% | $6,935+3.7% |