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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 | $42,355 | $102,422-58.6% | $147,117-71.2% | $80,959-47.7% |
| Participation rate | 31.1% | 75.9%-44.8pp | 82.2%-51.1pp | 67.7%-36.6pp |
| Annual return | 19.74% | 135.16%-115.4pp | 420.54%-400.8pp | 35.67%-15.9pp |
| Employer contribution / active EE | $1,490 | $3,717-59.9% | $4,932-69.8% | $2,757-45.9% |
| Participant deferral / active EE | $3,260 | $6,652-51.0% | $8,065-59.6% | $4,300-24.2% |
| Admin fee / account holder | $2,443 | $7,953-69.3% | $12,993-81.2% | $6,925-64.7% |