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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 | $75,181 | $85,766-12.3% | $136,298-44.8% | $70,126+7.2% |
| Participation rate | 50.6% | 74.2%-23.6pp | 81.9%-31.3pp | 69.5%-19.0pp |
| Annual return | 18.45% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $2,426 | $2,966-18.2% | $4,696-48.3% | $2,343+3.6% |
| Participant deferral / active EE | $4,920 | $5,051-2.6% | $6,247-21.2% | $3,332+47.7% |
| Admin fee / account holder | $1,006 | $5,421-81.4% | $9,244-89.1% | $4,645-78.3% |