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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 | $63,943 | $102,393-37.6% | $147,041-56.5% | $80,911-21.0% |
| Participation rate | 62.3% | 75.9%-13.6pp | 82.2%-19.9pp | 67.6%-5.4pp |
| Annual return | 16.11% | 134.95%-118.8pp | 419.21%-403.1pp | 35.63%-19.5pp |
| Employer contribution / active EE | $1,994 | $3,715-46.3% | $4,935-59.6% | $2,756-27.7% |
| Participant deferral / active EE | $2,927 | $6,647-56.0% | $8,071-63.7% | $4,297-31.9% |
| Admin fee / account holder | $3,510 | $7,943-55.8% | $13,006-73.0% | $6,935-49.4% |