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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 | $72,123 | $104,251-30.8% | $91,004-20.7% | $147,586-51.1% |
| Participation rate | 44.4% | 78.2%-33.8pp | 75.6%-31.2pp | 82.8%-38.4pp |
| Annual return | 127.90% | 27.06%+100.8pp | 4.60%+123.3pp | 578.59%-450.7pp |
| Employer contribution / active EE | $1,466 | $3,116-53.0% | $2,456-40.3% | $4,876-69.9% |
| Participant deferral / active EE | $2,980 | $4,195-29.0% | $3,548-16.0% | $5,439-45.2% |
| Admin fee / account holder | $1,072 | $8,948-88.0% | $5,417-80.2% | $10,886-90.2% |