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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 | $30,395 | $102,429-70.3% | $147,096-79.3% | $80,925-62.4% |
| Participation rate | 47.8% | 75.9%-28.1pp | 82.2%-34.4pp | 67.7%-19.9pp |
| Annual return | 13.17% | 135.02%-121.8pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,583 | $3,716-57.4% | $4,936-67.9% | $2,756-42.6% |
| Participant deferral / active EE | $4,272 | $6,649-35.7% | $8,071-47.1% | $4,299-0.6% |
| Admin fee / account holder | $1,970 | $7,957-75.2% | $13,005-84.8% | $6,940-71.6% |