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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 | $37,202 | $102,393-63.7% | $147,041-74.7% | $80,911-54.0% |
| Participation rate | 35.7% | 75.9%-40.1pp | 82.2%-46.5pp | 67.6%-31.9pp |
| Annual return | 12.99% | 134.95%-122.0pp | 419.21%-406.2pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,676 | $3,715-54.9% | $4,935-66.0% | $2,756-39.2% |
| Participant deferral / active EE | $5,274 | $6,647-20.7% | $8,071-34.7% | $4,297+22.7% |
| Admin fee / account holder | $2,392 | $7,943-69.9% | $13,006-81.6% | $6,935-65.5% |