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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 | $75,144 | $102,385-26.6% | $147,080-48.9% | $80,935-7.2% |
| Participation rate | 54.9% | 75.9%-20.9pp | 82.2%-27.3pp | 67.7%-12.7pp |
| Annual return | 19.81% | 135.09%-115.3pp | 420.17%-400.4pp | 35.66%-15.8pp |
| Employer contribution / active EE | $1,434 | $3,717-61.4% | $4,933-70.9% | $2,757-48.0% |
| Participant deferral / active EE | $3,140 | $6,651-52.8% | $8,066-61.1% | $4,299-27.0% |
| Admin fee / account holder | $3,198 | $7,951-59.8% | $12,989-75.4% | $6,924-53.8% |