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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 | $56,125 | $102,385-45.2% | $147,080-61.8% | $80,935-30.7% |
| Participation rate | 58.3% | 75.9%-17.5pp | 82.2%-23.8pp | 67.7%-9.3pp |
| Annual return | 15.26% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,231 | $3,717-66.9% | $4,933-75.0% | $2,757-55.3% |
| Participant deferral / active EE | $3,999 | $6,651-39.9% | $8,066-50.4% | $4,299-7.0% |
| Admin fee / account holder | $358 | $7,951-95.5% | $12,989-97.2% | $6,924-94.8% |