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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 | $41,174 | $102,382-59.8% | $147,005-72.0% | $80,874-49.1% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.2%-16.9pp | 67.6%-2.3pp |
| Annual return | 13.21% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $897 | $3,715-75.8% | $4,934-81.8% | $2,756-67.4% |
| Participant deferral / active EE | $7,326 | $6,646+10.2% | $8,070-9.2% | $4,297+70.5% |
| Admin fee / account holder | $7,564 | $7,942-4.8% | $13,006-41.8% | $6,935+9.1% |