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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 | $47,235 | $102,385-53.9% | $147,080-67.9% | $80,935-41.6% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | 16.98% | 135.09%-118.1pp | 420.17%-403.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $2,506 | $3,717-32.6% | $4,933-49.2% | $2,757-9.1% |
| Participant deferral / active EE | $6,938 | $6,651+4.3% | $8,066-14.0% | $4,299+61.4% |
| Admin fee / account holder | $1,337 | $7,951-83.2% | $12,989-89.7% | $6,924-80.7% |