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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 | $37,202 | $102,429-63.7% | $147,096-74.7% | $80,925-54.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 22.54% | 135.02%-112.5pp | 419.75%-397.2pp | 35.65%-13.1pp |
| Employer contribution / active EE | $2,938 | $3,716-20.9% | $4,936-40.5% | $2,756+6.6% |
| Participant deferral / active EE | $5,729 | $6,649-13.8% | $8,071-29.0% | $4,299+33.3% |
| Admin fee / account holder | $15,713 | $7,957+97.5% | $13,005+20.8% | $6,940+126.4% |