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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 | $77,703 | $102,422-24.1% | $147,117-47.2% | $80,959-4.0% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 15.74% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,324 | $3,717-64.4% | $4,932-73.2% | $2,757-52.0% |
| Participant deferral / active EE | $4,624 | $6,652-30.5% | $8,065-42.7% | $4,300+7.5% |
| Admin fee / account holder | $397 | $7,953-95.0% | $12,993-96.9% | $6,925-94.3% |