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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 | $102,393-54.2% | $147,041-68.1% | $80,911-42.1% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.6%-5.1pp |
| Annual return | 18.79% | 134.95%-116.2pp | 419.21%-400.4pp | 35.63%-16.8pp |
| Employer contribution / active EE | $1,389 | $3,715-62.6% | $4,935-71.9% | $2,756-49.6% |
| Participant deferral / active EE | $2,749 | $6,647-58.6% | $8,071-65.9% | $4,297-36.0% |
| Admin fee / account holder | $3,793 | $7,943-52.2% | $13,006-70.8% | $6,935-45.3% |