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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 | $102,393-65.8% | $147,041-76.2% | $80,911-56.7% |
| Participation rate | 63.0% | 75.9%-12.9pp | 82.2%-19.2pp | 67.6%-4.7pp |
| Annual return | 14.48% | 134.95%-120.5pp | 419.21%-404.7pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,391 | $3,715-62.6% | $4,935-71.8% | $2,756-49.5% |
| Participant deferral / active EE | $3,748 | $6,647-43.6% | $8,071-53.6% | $4,297-12.8% |
| Admin fee / account holder | $1,810 | $7,943-77.2% | $13,006-86.1% | $6,935-73.9% |