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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 | $43,062 | $102,393-57.9% | $147,041-70.7% | $80,911-46.8% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.6%-11.4pp |
| Annual return | 13.57% | 134.95%-121.4pp | 419.21%-405.6pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,334 | $3,715-64.1% | $4,935-73.0% | $2,756-51.6% |
| Participant deferral / active EE | $3,707 | $6,647-44.2% | $8,071-54.1% | $4,297-13.7% |
| Admin fee / account holder | $979 | $7,943-87.7% | $13,006-92.5% | $6,935-85.9% |