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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 | $69,229 | $102,385-32.4% | $147,080-52.9% | $80,935-14.5% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 22.39% | 135.09%-112.7pp | 420.17%-397.8pp | 35.66%-13.3pp |
| Employer contribution / active EE | $1,605 | $3,717-56.8% | $4,933-67.5% | $2,757-41.8% |
| Participant deferral / active EE | $5,186 | $6,651-22.0% | $8,066-35.7% | $4,299+20.6% |
| Admin fee / account holder | $3,433 | $7,951-56.8% | $12,989-73.6% | $6,924-50.4% |