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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 | $59,482 | $102,382-41.9% | $147,005-59.5% | $80,874-26.5% |
| Participation rate | 67.3% | 75.8%-8.5pp | 82.2%-14.8pp | 67.6%-0.3pp |
| Annual return | 12.67% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $2,426 | $3,715-34.7% | $4,934-50.8% | $2,756-12.0% |
| Participant deferral / active EE | $4,752 | $6,646-28.5% | $8,070-41.1% | $4,297+10.6% |
| Admin fee / account holder | $4,375 | $7,942-44.9% | $13,006-66.4% | $6,935-36.9% |