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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 | $33,652 | $102,385-67.1% | $147,080-77.1% | $80,935-58.4% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.7%-13.1pp |
| Annual return | 16.19% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,725 | $3,717-53.6% | $4,933-65.0% | $2,757-37.4% |
| Participant deferral / active EE | $3,314 | $6,651-50.2% | $8,066-58.9% | $4,299-22.9% |
| Admin fee / account holder | $2,199 | $7,951-72.3% | $12,989-83.1% | $6,924-68.2% |