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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 | $39,408 | $102,385-61.5% | $147,080-73.2% | $80,935-51.3% |
| Participation rate | 42.7% | 75.9%-33.2pp | 82.2%-39.5pp | 67.7%-25.0pp |
| Annual return | 14.29% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,100 | $3,717-70.4% | $4,933-77.7% | $2,757-60.1% |
| Participant deferral / active EE | $3,244 | $6,651-51.2% | $8,066-59.8% | $4,299-24.6% |
| Admin fee / account holder | $5,677 | $7,951-28.6% | $12,989-56.3% | $6,924-18.0% |