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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 | $50,463 | $102,393-50.7% | $147,041-65.7% | $80,911-37.6% |
| Participation rate | 55.2% | 75.9%-20.7pp | 82.2%-27.0pp | 67.6%-12.5pp |
| Annual return | 17.30% | 134.95%-117.6pp | 419.21%-401.9pp | 35.63%-18.3pp |
| Employer contribution / active EE | $2,068 | $3,715-44.3% | $4,935-58.1% | $2,756-24.9% |
| Participant deferral / active EE | $5,840 | $6,647-12.1% | $8,071-27.6% | $4,297+35.9% |
| Admin fee / account holder | $1,047 | $7,943-86.8% | $13,006-91.9% | $6,935-84.9% |