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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 | $30,271 | $102,393-70.4% | $147,041-79.4% | $80,911-62.6% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.6%-13.1pp |
| Annual return | 12.81% | 134.95%-122.1pp | 419.21%-406.4pp | 35.63%-22.8pp |
| Employer contribution / active EE | $1,767 | $3,715-52.4% | $4,935-64.2% | $2,756-35.9% |
| Participant deferral / active EE | $3,926 | $6,647-40.9% | $8,071-51.4% | $4,297-8.6% |
| Admin fee / account holder | $3,217 | $7,943-59.5% | $13,006-75.3% | $6,935-53.6% |