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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 | $30,515 | $102,382-70.2% | $147,005-79.2% | $80,874-62.3% |
| Participation rate | 40.7% | 75.8%-35.1pp | 82.2%-41.4pp | 67.6%-26.9pp |
| Annual return | 15.40% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,389 | $3,715-62.6% | $4,934-71.8% | $2,756-49.6% |
| Participant deferral / active EE | $3,890 | $6,646-41.5% | $8,070-51.8% | $4,297-9.5% |
| Admin fee / account holder | $3,022 | $7,942-61.9% | $13,006-76.8% | $6,935-56.4% |