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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 | $58,262 | $102,385-43.1% | $147,080-60.4% | $80,935-28.0% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 15.49% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,618 | $3,717-29.6% | $4,933-46.9% | $2,757-5.0% |
| Participant deferral / active EE | $4,341 | $6,651-34.7% | $8,066-46.2% | $4,299+1.0% |
| Admin fee / account holder | $461 | $7,951-94.2% | $12,989-96.4% | $6,924-93.3% |