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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 | $68,906 | $102,422-32.7% | $147,117-53.2% | $80,959-14.9% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 21.56% | 135.16%-113.6pp | 420.54%-399.0pp | 35.67%-14.1pp |
| Employer contribution / active EE | $2,105 | $3,717-43.4% | $4,932-57.3% | $2,757-23.7% |
| Participant deferral / active EE | $8,807 | $6,652+32.4% | $8,065+9.2% | $4,300+104.8% |
| Admin fee / account holder | $10,908 | $7,953+37.1% | $12,993-16.0% | $6,925+57.5% |