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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 | $57,294 | $102,382-44.0% | $147,005-61.0% | $80,874-29.2% |
| Participation rate | 46.9% | 75.8%-29.0pp | 82.2%-35.3pp | 67.6%-20.8pp |
| Annual return | 13.39% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,865 | $3,715-49.8% | $4,934-62.2% | $2,756-32.3% |
| Participant deferral / active EE | $4,054 | $6,646-39.0% | $8,070-49.8% | $4,297-5.6% |
| Admin fee / account holder | $404 | $7,942-94.9% | $13,006-96.9% | $6,935-94.2% |