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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 | $39,580 | $99,957-60.4% | $149,730-73.6% | $73,493-46.1% |
| Participation rate | 60.8% | 75.7%-14.9pp | 82.5%-21.7pp | 70.7%-9.9pp |
| Annual return | 16.92% | 53.87%-36.9pp | 276.70%-259.8pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,445 | $3,191-54.7% | $4,645-68.9% | $2,270-36.4% |
| Participant deferral / active EE | $2,949 | $6,073-51.4% | $6,843-56.9% | $3,740-21.1% |
| Admin fee / account holder | $2,370 | $551+330.4% | $9,310-74.5% | $513+361.9% |