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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 | $38,457 | $102,393-62.4% | $147,041-73.8% | $80,911-52.5% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.6%-14.7pp |
| Annual return | 12.74% | 134.95%-122.2pp | 419.21%-406.5pp | 35.63%-22.9pp |
| Employer contribution / active EE | $995 | $3,715-73.2% | $4,935-79.8% | $2,756-63.9% |
| Participant deferral / active EE | $4,192 | $6,647-36.9% | $8,071-48.1% | $4,297-2.4% |
| Admin fee / account holder | $2,348 | $7,943-70.4% | $13,006-82.0% | $6,935-66.1% |