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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 | $73,083 | $85,766-14.8% | $136,298-46.4% | $70,126+4.2% |
| Participation rate | 54.5% | 74.2%-19.6pp | 81.9%-27.4pp | 69.5%-15.0pp |
| Annual return | 18.46% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,399 | $2,966-52.8% | $4,696-70.2% | $2,343-40.3% |
| Participant deferral / active EE | $2,424 | $5,051-52.0% | $6,247-61.2% | $3,332-27.3% |
| Admin fee / account holder | $10,110 | $5,421+86.5% | $9,244+9.4% | $4,645+117.6% |