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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 | $61,013 | $102,385-40.4% | $147,080-58.5% | $80,935-24.6% |
| Participation rate | 43.5% | 75.9%-32.4pp | 82.2%-38.7pp | 67.7%-24.2pp |
| Annual return | 12.94% | 135.09%-122.2pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $905 | $3,717-75.7% | $4,933-81.7% | $2,757-67.2% |
| Participant deferral / active EE | $3,183 | $6,651-52.1% | $8,066-60.5% | $4,299-26.0% |
| Admin fee / account holder | $13,658 | $7,951+71.8% | $12,989+5.2% | $6,924+97.3% |