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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 | $61,763 | $102,382-39.7% | $147,005-58.0% | $80,874-23.6% |
| Participation rate | 48.1% | 75.8%-27.7pp | 82.2%-34.1pp | 67.6%-19.5pp |
| Annual return | 13.55% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,204 | $3,715-40.7% | $4,934-55.3% | $2,756-20.0% |
| Participant deferral / active EE | $5,210 | $6,646-21.6% | $8,070-35.4% | $4,297+21.3% |
| Admin fee / account holder | $1,168 | $7,942-85.3% | $13,006-91.0% | $6,935-83.2% |