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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 | $34,360 | $102,393-66.4% | $147,041-76.6% | $80,911-57.5% |
| Participation rate | 32.9% | 75.9%-43.0pp | 82.2%-49.3pp | 67.6%-34.8pp |
| Annual return | 17.25% | 134.95%-117.7pp | 419.21%-402.0pp | 35.63%-18.4pp |
| Employer contribution / active EE | $906 | $3,715-75.6% | $4,935-81.6% | $2,756-67.1% |
| Participant deferral / active EE | $3,737 | $6,647-43.8% | $8,071-53.7% | $4,297-13.0% |
| Admin fee / account holder | $6,507 | $7,943-18.1% | $13,006-50.0% | $6,935-6.2% |