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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 | $27,279 | $102,385-73.4% | $147,080-81.5% | $80,935-66.3% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 13.86% | 135.09%-121.2pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,314 | $3,717-64.7% | $4,933-73.4% | $2,757-52.3% |
| Participant deferral / active EE | $3,766 | $6,651-43.4% | $8,066-53.3% | $4,299-12.4% |
| Admin fee / account holder | $1,216 | $7,951-84.7% | $12,989-90.6% | $6,924-82.4% |