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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 | $59,044 | $102,422-42.4% | $147,117-59.9% | $80,959-27.1% |
| Participation rate | 30.8% | 75.9%-45.1pp | 82.2%-51.4pp | 67.7%-36.9pp |
| Annual return | 13.05% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,123 | $3,717-69.8% | $4,932-77.2% | $2,757-59.3% |
| Participant deferral / active EE | $4,970 | $6,652-25.3% | $8,065-38.4% | $4,300+15.6% |
| Admin fee / account holder | $8,529 | $7,953+7.2% | $12,993-34.4% | $6,925+23.2% |