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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 | $28,536 | $102,385-72.1% | $147,080-80.6% | $80,935-64.7% |
| Participation rate | 31.4% | 75.9%-44.4pp | 82.2%-50.8pp | 67.7%-36.2pp |
| Annual return | 15.85% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,982 | $3,717-46.7% | $4,933-59.8% | $2,757-28.1% |
| Participant deferral / active EE | $4,332 | $6,651-34.9% | $8,066-46.3% | $4,299+0.8% |
| Admin fee / account holder | $1,491 | $7,951-81.3% | $12,989-88.5% | $6,924-78.5% |