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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 | $60,793 | $102,382-40.6% | $147,005-58.6% | $80,874-24.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 18.89% | 134.89%-116.0pp | 418.76%-399.9pp | 35.62%-16.7pp |
| Employer contribution / active EE | $1,020 | $3,715-72.5% | $4,934-79.3% | $2,756-63.0% |
| Participant deferral / active EE | $4,158 | $6,646-37.4% | $8,070-48.5% | $4,297-3.2% |
| Admin fee / account holder | $3,274 | $7,942-58.8% | $13,006-74.8% | $6,935-52.8% |