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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 | $102,429-39.7% | $147,096-58.0% | $80,925-23.7% |
| Participation rate | 48.1% | 75.9%-27.8pp | 82.2%-34.1pp | 67.7%-19.6pp |
| Annual return | 13.55% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,204 | $3,716-40.7% | $4,936-55.4% | $2,756-20.0% |
| Participant deferral / active EE | $5,210 | $6,649-21.6% | $8,071-35.4% | $4,299+21.2% |
| Admin fee / account holder | $1,168 | $7,957-85.3% | $13,005-91.0% | $6,940-83.2% |