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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 | $61,375 | $102,385-40.1% | $147,080-58.3% | $80,935-24.2% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 16.74% | 135.09%-118.4pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $2,413 | $3,717-35.1% | $4,933-51.1% | $2,757-12.5% |
| Participant deferral / active EE | $4,807 | $6,651-27.7% | $8,066-40.4% | $4,299+11.8% |
| Admin fee / account holder | $5,963 | $7,951-25.0% | $12,989-54.1% | $6,924-13.9% |