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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 | $39,200 | $102,422-61.7% | $147,117-73.4% | $80,959-51.6% |
| Participation rate | 48.6% | 75.9%-27.3pp | 82.2%-33.6pp | 67.7%-19.1pp |
| Annual return | 27.81% | 135.16%-107.3pp | 420.54%-392.7pp | 35.67%-7.9pp |
| Employer contribution / active EE | $2,093 | $3,717-43.7% | $4,932-57.6% | $2,757-24.1% |
| Participant deferral / active EE | $2,729 | $6,652-59.0% | $8,065-66.2% | $4,300-36.5% |
| Admin fee / account holder | $2,372 | $7,953-70.2% | $12,993-81.7% | $6,925-65.8% |