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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 | $42,192 | $102,385-58.8% | $147,080-71.3% | $80,935-47.9% |
| Participation rate | 61.8% | 75.9%-14.1pp | 82.2%-20.4pp | 67.7%-5.9pp |
| Annual return | 31.23% | 135.09%-103.9pp | 420.17%-388.9pp | 35.66%-4.4pp |
| Employer contribution / active EE | $1,449 | $3,717-61.0% | $4,933-70.6% | $2,757-47.4% |
| Participant deferral / active EE | $2,743 | $6,651-58.8% | $8,066-66.0% | $4,299-36.2% |
| Admin fee / account holder | $6,689 | $7,951-15.9% | $12,989-48.5% | $6,924-3.4% |