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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 | $65,267 | $105,198-38.0% | $159,455-59.1% | $85,856-24.0% |
| Participation rate | 68.9% | 75.8%-6.9pp | 82.8%-13.9pp | 69.3%-0.4pp |
| Annual return | 12.59% | 45.08%-32.5pp | 263.63%-251.0pp | 318.58%-306.0pp |
| Employer contribution / active EE | $1,760 | $3,319-47.0% | $4,830-63.6% | $2,565-31.4% |
| Participant deferral / active EE | $4,734 | $5,946-20.4% | $7,353-35.6% | $3,952+19.8% |
| Admin fee / account holder | $15,896 | $6,934+129.2% | $10,800+47.2% | $6,261+153.9% |