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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 | $58,579 | $102,422-42.8% | $147,117-60.2% | $80,959-27.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 82.2%-48.9pp | 67.7%-34.3pp |
| Annual return | 15.75% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,456 | $3,717-60.8% | $4,932-70.5% | $2,757-47.2% |
| Participant deferral / active EE | $4,118 | $6,652-38.1% | $8,065-48.9% | $4,300-4.2% |
| Admin fee / account holder | $606 | $7,953-92.4% | $12,993-95.3% | $6,925-91.2% |