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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 | $47,255 | $102,393-53.8% | $147,041-67.9% | $80,911-41.6% |
| Participation rate | 66.3% | 75.9%-9.6pp | 82.2%-15.9pp | 67.6%-1.4pp |
| Annual return | 13.33% | 134.95%-121.6pp | 419.21%-405.9pp | 35.63%-22.3pp |
| Employer contribution / active EE | $1,796 | $3,715-51.7% | $4,935-63.6% | $2,756-34.8% |
| Participant deferral / active EE | $5,419 | $6,647-18.5% | $8,071-32.9% | $4,297+26.1% |
| Admin fee / account holder | $3,233 | $7,943-59.3% | $13,006-75.1% | $6,935-53.4% |