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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 | $46,880 | $102,385-54.2% | $147,080-68.1% | $80,935-42.1% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 18.79% | 135.09%-116.3pp | 420.17%-401.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $1,389 | $3,717-62.6% | $4,933-71.8% | $2,757-49.6% |
| Participant deferral / active EE | $2,749 | $6,651-58.7% | $8,066-65.9% | $4,299-36.1% |
| Admin fee / account holder | $3,793 | $7,951-52.3% | $12,989-70.8% | $6,924-45.2% |