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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 | $39,784 | $102,382-61.1% | $147,005-72.9% | $80,874-50.8% |
| Participation rate | 63.9% | 75.8%-12.0pp | 82.2%-18.3pp | 67.6%-3.8pp |
| Annual return | 15.82% | 134.89%-119.1pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $2,366 | $3,715-36.3% | $4,934-52.1% | $2,756-14.1% |
| Participant deferral / active EE | $5,883 | $6,646-11.5% | $8,070-27.1% | $4,297+36.9% |
| Admin fee / account holder | $7,701 | $7,942-3.0% | $13,006-40.8% | $6,935+11.0% |