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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 | $69,850 | $102,385-31.8% | $147,080-52.5% | $80,935-13.7% |
| Participation rate | 61.4% | 75.9%-14.5pp | 82.2%-20.8pp | 67.7%-6.3pp |
| Annual return | 15.72% | 135.09%-119.4pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,946 | $3,717-47.6% | $4,933-60.6% | $2,757-29.4% |
| Participant deferral / active EE | $5,210 | $6,651-21.7% | $8,066-35.4% | $4,299+21.2% |
| Admin fee / account holder | $3,809 | $7,951-52.1% | $12,989-70.7% | $6,924-45.0% |