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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 | $102,429-34.4% | $147,096-54.3% | $80,925-17.0% |
| Participation rate | 55.3% | 75.9%-20.6pp | 82.2%-26.9pp | 67.7%-12.4pp |
| Annual return | 16.71% | 135.02%-118.3pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $1,176 | $3,716-68.3% | $4,936-76.2% | $2,756-57.3% |
| Participant deferral / active EE | $4,544 | $6,649-31.7% | $8,071-43.7% | $4,299+5.7% |
| Admin fee / account holder | $2,553 | $7,957-67.9% | $13,005-80.4% | $6,940-63.2% |