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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 | $63,351 | $102,385-38.1% | $147,080-56.9% | $80,935-21.7% |
| Participation rate | 55.9% | 75.9%-20.0pp | 82.2%-26.3pp | 67.7%-11.8pp |
| Annual return | 12.93% | 135.09%-122.2pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,777 | $3,717-52.2% | $4,933-64.0% | $2,757-35.5% |
| Participant deferral / active EE | $3,147 | $6,651-52.7% | $8,066-61.0% | $4,299-26.8% |
| Admin fee / account holder | $3,745 | $7,951-52.9% | $12,989-71.2% | $6,924-45.9% |