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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 | $51,911 | $102,385-49.3% | $147,080-64.7% | $80,935-35.9% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.7%-11.4pp |
| Annual return | 31.00% | 135.09%-104.1pp | 420.17%-389.2pp | 35.66%-4.7pp |
| Employer contribution / active EE | $2,088 | $3,717-43.8% | $4,933-57.7% | $2,757-24.3% |
| Participant deferral / active EE | $4,186 | $6,651-37.1% | $8,066-48.1% | $4,299-2.6% |
| Admin fee / account holder | $1,709 | $7,951-78.5% | $12,989-86.8% | $6,924-75.3% |