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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 | $74,895 | $102,393-26.9% | $147,041-49.1% | $80,911-7.4% |
| Participation rate | 50.7% | 75.9%-25.2pp | 82.2%-31.5pp | 67.6%-17.0pp |
| Annual return | 15.41% | 134.95%-119.5pp | 419.21%-403.8pp | 35.63%-20.2pp |
| Employer contribution / active EE | $2,165 | $3,715-41.7% | $4,935-56.1% | $2,756-21.4% |
| Participant deferral / active EE | $5,269 | $6,647-20.7% | $8,071-34.7% | $4,297+22.6% |
| Admin fee / account holder | $10,188 | $7,943+28.3% | $13,006-21.7% | $6,935+46.9% |