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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 | $102,393-58.0% | $147,041-70.8% | $80,911-46.9% |
| Participation rate | 28.0% | 75.9%-47.9pp | 82.2%-54.2pp | 67.6%-39.6pp |
| Annual return | 18.74% | 134.95%-116.2pp | 419.21%-400.5pp | 35.63%-16.9pp |
| Employer contribution / active EE | $1,304 | $3,715-64.9% | $4,935-73.6% | $2,756-52.7% |
| Participant deferral / active EE | $3,067 | $6,647-53.9% | $8,071-62.0% | $4,297-28.6% |
| Admin fee / account holder | $807 | $7,943-89.8% | $13,006-93.8% | $6,935-88.4% |