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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 | $42,743 | $102,393-58.3% | $147,041-70.9% | $80,911-47.2% |
| Participation rate | 54.2% | 75.9%-21.6pp | 82.2%-27.9pp | 67.6%-13.4pp |
| Annual return | 15.25% | 134.95%-119.7pp | 419.21%-404.0pp | 35.63%-20.4pp |
| Employer contribution / active EE | $2,461 | $3,715-33.8% | $4,935-50.1% | $2,756-10.7% |
| Participant deferral / active EE | $4,033 | $6,647-39.3% | $8,071-50.0% | $4,297-6.1% |
| Admin fee / account holder | $4,487 | $7,943-43.5% | $13,006-65.5% | $6,935-35.3% |