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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 | $62,938 | $102,385-38.5% | $147,080-57.2% | $80,935-22.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 48.24% | 135.09%-86.9pp | 420.17%-371.9pp | 35.66%+12.6pp |
| Employer contribution / active EE | $2,773 | $3,717-25.4% | $4,933-43.8% | $2,757+0.6% |
| Participant deferral / active EE | $6,485 | $6,651-2.5% | $8,066-19.6% | $4,299+50.8% |
| Admin fee / account holder | $7,567 | $7,951-4.8% | $12,989-41.7% | $6,924+9.3% |