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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 | $37,417 | $102,393-63.5% | $147,041-74.6% | $80,911-53.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 14.58% | 134.95%-120.4pp | 419.21%-404.6pp | 35.63%-21.1pp |
| Employer contribution / active EE | $2,139 | $3,715-42.4% | $4,935-56.7% | $2,756-22.4% |
| Participant deferral / active EE | $5,033 | $6,647-24.3% | $8,071-37.6% | $4,297+17.1% |
| Admin fee / account holder | $5,487 | $7,943-30.9% | $13,006-57.8% | $6,935-20.9% |