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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 | $64,553 | $102,385-37.0% | $147,080-56.1% | $80,935-20.2% |
| Participation rate | 68.9% | 75.9%-7.0pp | 82.2%-13.3pp | 67.7%+1.2pp |
| Annual return | 19.08% | 135.09%-116.0pp | 420.17%-401.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $1,864 | $3,717-49.9% | $4,933-62.2% | $2,757-32.4% |
| Participant deferral / active EE | $5,133 | $6,651-22.8% | $8,066-36.4% | $4,299+19.4% |
| Admin fee / account holder | $1,176 | $7,951-85.2% | $12,989-90.9% | $6,924-83.0% |