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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 | $102,393-58.6% | $147,041-71.2% | $80,911-47.7% |
| Participation rate | 31.1% | 75.9%-44.8pp | 82.2%-51.1pp | 67.6%-36.6pp |
| Annual return | 19.74% | 134.95%-115.2pp | 419.21%-399.5pp | 35.63%-15.9pp |
| Employer contribution / active EE | $1,490 | $3,715-59.9% | $4,935-69.8% | $2,756-45.9% |
| Participant deferral / active EE | $3,260 | $6,647-51.0% | $8,071-59.6% | $4,297-24.1% |
| Admin fee / account holder | $2,443 | $7,943-69.2% | $13,006-81.2% | $6,935-64.8% |