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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 | $67,173 | $102,382-34.4% | $147,005-54.3% | $80,874-16.9% |
| Participation rate | 55.3% | 75.8%-20.6pp | 82.2%-26.9pp | 67.6%-12.4pp |
| Annual return | 16.71% | 134.89%-118.2pp | 418.76%-402.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $1,176 | $3,715-68.3% | $4,934-76.2% | $2,756-57.3% |
| Participant deferral / active EE | $4,544 | $6,646-31.6% | $8,070-43.7% | $4,297+5.7% |
| Admin fee / account holder | $2,553 | $7,942-67.9% | $13,006-80.4% | $6,935-63.2% |