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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 | $37,417 | $102,385-63.5% | $147,080-74.6% | $80,935-53.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 14.58% | 135.09%-120.5pp | 420.17%-405.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,139 | $3,717-42.5% | $4,933-56.6% | $2,757-22.4% |
| Participant deferral / active EE | $5,033 | $6,651-24.3% | $8,066-37.6% | $4,299+17.1% |
| Admin fee / account holder | $5,487 | $7,951-31.0% | $12,989-57.8% | $6,924-20.8% |