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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 | $38,822 | $102,422-62.1% | $147,117-73.6% | $80,959-52.0% |
| Participation rate | 55.7% | 75.9%-20.1pp | 82.2%-26.4pp | 67.7%-11.9pp |
| Annual return | 22.18% | 135.16%-113.0pp | 420.54%-398.4pp | 35.67%-13.5pp |
| Employer contribution / active EE | $1,035 | $3,717-72.2% | $4,932-79.0% | $2,757-62.5% |
| Participant deferral / active EE | $3,926 | $6,652-41.0% | $8,065-51.3% | $4,300-8.7% |
| Admin fee / account holder | $4,212 | $7,953-47.0% | $12,993-67.6% | $6,925-39.2% |