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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 | $49,998 | $82,324-39.3% | $68,803-27.3% | $134,545-62.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | 517.38% | -2.17%+519.6pp | -6.37%+523.7pp | 418.37%+99.0pp |
| Employer contribution / active EE | $1,247 | $3,302-62.2% | $2,656-53.0% | $4,742-73.7% |
| Participant deferral / active EE | $3,597 | $4,740-24.1% | $3,942-8.8% | $6,401-43.8% |
| Admin fee / account holder | $1,970 | $6,485-69.6% | $4,936-60.1% | $11,431-82.8% |