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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 | $45,790 | $102,422-55.3% | $147,117-68.9% | $80,959-43.4% |
| Participation rate | 40.5% | 75.9%-35.3pp | 82.2%-41.6pp | 67.7%-27.1pp |
| Annual return | 13.28% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,129 | $3,717-69.6% | $4,932-77.1% | $2,757-59.0% |
| Participant deferral / active EE | $3,169 | $6,652-52.4% | $8,065-60.7% | $4,300-26.3% |
| Admin fee / account holder | $1,323 | $7,953-83.4% | $12,993-89.8% | $6,925-80.9% |