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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 | $31,952 | $102,385-68.8% | $147,080-78.3% | $80,935-60.5% |
| Participation rate | 52.6% | 75.9%-23.2pp | 82.2%-29.6pp | 67.7%-15.0pp |
| Annual return | 18.20% | 135.09%-116.9pp | 420.17%-402.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $2,103 | $3,717-43.4% | $4,933-57.4% | $2,757-23.7% |
| Participant deferral / active EE | $4,773 | $6,651-28.2% | $8,066-40.8% | $4,299+11.0% |
| Admin fee / account holder | $2,323 | $7,951-70.8% | $12,989-82.1% | $6,924-66.4% |