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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 | $75,320 | $102,385-26.4% | $147,080-48.8% | $80,935-6.9% |
| Participation rate | 56.8% | 75.9%-19.1pp | 82.2%-25.4pp | 67.7%-10.9pp |
| Annual return | 15.78% | 135.09%-119.3pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,959 | $3,717-47.3% | $4,933-60.3% | $2,757-29.0% |
| Participant deferral / active EE | $4,189 | $6,651-37.0% | $8,066-48.1% | $4,299-2.6% |
| Admin fee / account holder | $2,562 | $7,951-67.8% | $12,989-80.3% | $6,924-63.0% |