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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 | $34,999 | $102,422-65.8% | $147,117-76.2% | $80,959-56.8% |
| Participation rate | 63.0% | 75.9%-12.9pp | 82.2%-19.2pp | 67.7%-4.7pp |
| Annual return | 14.48% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,391 | $3,717-62.6% | $4,932-71.8% | $2,757-49.5% |
| Participant deferral / active EE | $3,748 | $6,652-43.7% | $8,065-53.5% | $4,300-12.9% |
| Admin fee / account holder | $1,810 | $7,953-77.2% | $12,993-86.1% | $6,925-73.9% |