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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 | $59,412 | $102,422-42.0% | $147,117-59.6% | $80,959-26.6% |
| Participation rate | 69.4% | 75.9%-6.5pp | 82.2%-12.8pp | 67.7%+1.7pp |
| Annual return | 17.67% | 135.16%-117.5pp | 420.54%-402.9pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,650 | $3,717-28.7% | $4,932-46.3% | $2,757-3.9% |
| Participant deferral / active EE | $4,295 | $6,652-35.4% | $8,065-46.7% | $4,300-0.1% |
| Admin fee / account holder | $2,666 | $7,953-66.5% | $12,993-79.5% | $6,925-61.5% |