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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 | $37,329 | $102,422-63.6% | $147,117-74.6% | $80,959-53.9% |
| Participation rate | 41.4% | 75.9%-34.5pp | 82.2%-40.8pp | 67.7%-26.3pp |
| Annual return | 15.29% | 135.16%-119.9pp | 420.54%-405.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $967 | $3,717-74.0% | $4,932-80.4% | $2,757-64.9% |
| Participant deferral / active EE | $3,103 | $6,652-53.4% | $8,065-61.5% | $4,300-27.8% |
| Admin fee / account holder | $1,592 | $7,953-80.0% | $12,993-87.7% | $6,925-77.0% |