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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 | $55,463 | $102,393-45.8% | $147,041-62.3% | $80,911-31.5% |
| Participation rate | 60.7% | 75.9%-15.1pp | 82.2%-21.5pp | 67.6%-6.9pp |
| Annual return | 19.46% | 134.95%-115.5pp | 419.21%-399.7pp | 35.63%-16.2pp |
| Employer contribution / active EE | $2,488 | $3,715-33.0% | $4,935-49.6% | $2,756-9.7% |
| Participant deferral / active EE | $5,420 | $6,647-18.5% | $8,071-32.8% | $4,297+26.1% |
| Admin fee / account holder | $3,004 | $7,943-62.2% | $13,006-76.9% | $6,935-56.7% |