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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 | $74,298 | $102,422-27.5% | $147,117-49.5% | $80,959-8.2% |
| Participation rate | 22.6% | 75.9%-53.2pp | 82.2%-59.5pp | 67.7%-45.0pp |
| Annual return | 20.83% | 135.16%-114.3pp | 420.54%-399.7pp | 35.67%-14.8pp |
| Employer contribution / active EE | $1,046 | $3,717-71.9% | $4,932-78.8% | $2,757-62.1% |
| Participant deferral / active EE | $3,742 | $6,652-43.7% | $8,065-53.6% | $4,300-13.0% |
| Admin fee / account holder | $2,430 | $7,953-69.4% | $12,993-81.3% | $6,925-64.9% |