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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 | $69,551 | $123,750-43.8% | $69,611-0.1% | $145,877-52.3% |
| Participation rate | 41.2% | 69.2%-28.0pp | 66.4%-25.3pp | 80.3%-39.1pp |
| Annual return | 13.72% | 192.03%-178.3pp | 101.14%-87.4pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,548 | $2,672-42.1% | $1,709-9.4% | $4,663-66.8% |
| Participant deferral / active EE | $5,279 | $4,243+24.4% | $2,891+82.6% | $6,691-21.1% |
| Admin fee / account holder | $11,266 | $7,817+44.1% | $4,696+139.9% | $13,402-15.9% |