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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 | $45,978 | $102,393-55.1% | $147,041-68.7% | $80,911-43.2% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 14.92% | 134.95%-120.0pp | 419.21%-404.3pp | 35.63%-20.7pp |
| Employer contribution / active EE | $1,827 | $3,715-50.8% | $4,935-63.0% | $2,756-33.7% |
| Participant deferral / active EE | $3,849 | $6,647-42.1% | $8,071-52.3% | $4,297-10.4% |
| Admin fee / account holder | $795 | $7,943-90.0% | $13,006-93.9% | $6,935-88.5% |