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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 | $102,393-22.2% | $147,041-45.8% | $80,911-1.5% |
| Participation rate | 58.8% | 75.9%-17.0pp | 82.2%-23.3pp | 67.6%-8.8pp |
| Annual return | 13.56% | 134.95%-121.4pp | 419.21%-405.6pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,971 | $3,715-47.0% | $4,935-60.1% | $2,756-28.5% |
| Participant deferral / active EE | $3,782 | $6,647-43.1% | $8,071-53.1% | $4,297-12.0% |
| Admin fee / account holder | $3,084 | $7,943-61.2% | $13,006-76.3% | $6,935-55.5% |