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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 | $58,122 | $102,429-43.3% | $147,096-60.5% | $80,925-28.2% |
| Participation rate | 36.2% | 75.9%-39.7pp | 82.2%-46.0pp | 67.7%-31.5pp |
| Annual return | 12.92% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,934 | $3,716-48.0% | $4,936-60.8% | $2,756-29.8% |
| Participant deferral / active EE | $4,357 | $6,649-34.5% | $8,071-46.0% | $4,299+1.4% |
| Admin fee / account holder | $5,794 | $7,957-27.2% | $13,005-55.5% | $6,940-16.5% |