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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 | $52,786 | $102,422-48.5% | $147,117-64.1% | $80,959-34.8% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.7%-27.7pp |
| Annual return | 14.38% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,229 | $3,717-66.9% | $4,932-75.1% | $2,757-55.4% |
| Participant deferral / active EE | $4,482 | $6,652-32.6% | $8,065-44.4% | $4,300+4.2% |
| Admin fee / account holder | $4,964 | $7,953-37.6% | $12,993-61.8% | $6,925-28.3% |