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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 | $42,963 | $102,385-58.0% | $147,080-70.8% | $80,935-46.9% |
| Participation rate | 28.0% | 75.9%-47.9pp | 82.2%-54.2pp | 67.7%-39.7pp |
| Annual return | 18.74% | 135.09%-116.4pp | 420.17%-401.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $1,304 | $3,717-64.9% | $4,933-73.6% | $2,757-52.7% |
| Participant deferral / active EE | $3,067 | $6,651-53.9% | $8,066-62.0% | $4,299-28.7% |
| Admin fee / account holder | $807 | $7,951-89.8% | $12,989-93.8% | $6,924-88.3% |