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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 | $69,824 | $102,393-31.8% | $147,041-52.5% | $80,911-13.7% |
| Participation rate | 57.8% | 75.9%-18.0pp | 82.2%-24.3pp | 67.6%-9.8pp |
| Annual return | 19.30% | 134.95%-115.7pp | 419.21%-399.9pp | 35.63%-16.3pp |
| Employer contribution / active EE | $1,625 | $3,715-56.2% | $4,935-67.1% | $2,756-41.0% |
| Participant deferral / active EE | $2,992 | $6,647-55.0% | $8,071-62.9% | $4,297-30.4% |
| Admin fee / account holder | $2,960 | $7,943-62.7% | $13,006-77.2% | $6,935-57.3% |