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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 | $62,355 | $102,382-39.1% | $147,005-57.6% | $80,874-22.9% |
| Participation rate | 62.0% | 75.8%-13.9pp | 82.2%-20.2pp | 67.6%-5.7pp |
| Annual return | 13.12% | 134.89%-121.8pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,458 | $3,715-33.8% | $4,934-50.2% | $2,756-10.8% |
| Participant deferral / active EE | $4,131 | $6,646-37.8% | $8,070-48.8% | $4,297-3.9% |
| Admin fee / account holder | $2,875 | $7,942-63.8% | $13,006-77.9% | $6,935-58.5% |