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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 | $30,290 | $102,422-70.4% | $147,117-79.4% | $80,959-62.6% |
| Participation rate | 47.8% | 75.9%-28.1pp | 82.2%-34.4pp | 67.7%-19.9pp |
| Annual return | 13.05% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,055 | $3,717-71.6% | $4,932-78.6% | $2,757-61.7% |
| Participant deferral / active EE | $7,494 | $6,652+12.7% | $8,065-7.1% | $4,300+74.3% |
| Admin fee / account holder | $6,752 | $7,953-15.1% | $12,993-48.0% | $6,925-2.5% |