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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 | $43,618 | $102,382-57.4% | $147,005-70.3% | $80,874-46.1% |
| Participation rate | 47.1% | 75.8%-28.8pp | 82.2%-35.1pp | 67.6%-20.6pp |
| Annual return | 12.04% | 134.89%-122.8pp | 418.76%-406.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,885 | $3,715-49.3% | $4,934-61.8% | $2,756-31.6% |
| Participant deferral / active EE | $6,027 | $6,646-9.3% | $8,070-25.3% | $4,297+40.3% |
| Admin fee / account holder | $5,203 | $7,942-34.5% | $13,006-60.0% | $6,935-25.0% |