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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 | $59,749 | $102,393-41.6% | $147,041-59.4% | $80,911-26.2% |
| Participation rate | 38.5% | 75.9%-37.4pp | 82.2%-43.7pp | 67.6%-29.2pp |
| Annual return | 21.26% | 134.95%-113.7pp | 419.21%-397.9pp | 35.63%-14.4pp |
| Employer contribution / active EE | $1,511 | $3,715-59.3% | $4,935-69.4% | $2,756-45.2% |
| Participant deferral / active EE | $2,902 | $6,647-56.3% | $8,071-64.0% | $4,297-32.5% |
| Admin fee / account holder | $17,188 | $7,943+116.4% | $13,006+32.2% | $6,935+147.9% |