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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 | $58,122 | $102,422-43.3% | $147,117-60.5% | $80,959-28.2% |
| Participation rate | 36.2% | 75.9%-39.7pp | 82.2%-46.0pp | 67.7%-31.5pp |
| Annual return | 12.92% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,934 | $3,717-48.0% | $4,932-60.8% | $2,757-29.9% |
| Participant deferral / active EE | $4,357 | $6,652-34.5% | $8,065-46.0% | $4,300+1.3% |
| Admin fee / account holder | $5,794 | $7,953-27.2% | $12,993-55.4% | $6,925-16.3% |