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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 | $47,470 | $102,382-53.6% | $147,005-67.7% | $80,874-41.3% |
| Participation rate | 55.4% | 75.8%-20.4pp | 82.2%-26.8pp | 67.6%-12.2pp |
| Annual return | 15.22% | 134.89%-119.7pp | 418.76%-403.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $3,294 | $3,715-11.3% | $4,934-33.2% | $2,756+19.5% |
| Participant deferral / active EE | $3,723 | $6,646-44.0% | $8,070-53.9% | $4,297-13.3% |
| Admin fee / account holder | $5,396 | $7,942-32.1% | $13,006-58.5% | $6,935-22.2% |