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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 | $79,661 | $102,382-22.2% | $147,005-45.8% | $80,874-1.5% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.2%-23.3pp | 67.6%-8.8pp |
| Annual return | 13.56% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,971 | $3,715-46.9% | $4,934-60.1% | $2,756-28.5% |
| Participant deferral / active EE | $3,782 | $6,646-43.1% | $8,070-53.1% | $4,297-12.0% |
| Admin fee / account holder | $3,084 | $7,942-61.2% | $13,006-76.3% | $6,935-55.5% |