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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 | $30,207 | $102,382-70.5% | $147,005-79.5% | $80,874-62.7% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.2%-26.2pp | 67.6%-11.7pp |
| Annual return | 14.87% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,188 | $3,715-41.1% | $4,934-55.7% | $2,756-20.6% |
| Participant deferral / active EE | $3,599 | $6,646-45.9% | $8,070-55.4% | $4,297-16.3% |
| Admin fee / account holder | $1,920 | $7,942-75.8% | $13,006-85.2% | $6,935-72.3% |