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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 | $26,889 | $102,385-73.7% | $147,080-81.7% | $80,935-66.8% |
| Participation rate | 46.2% | 75.9%-29.7pp | 82.2%-36.0pp | 67.7%-21.5pp |
| Annual return | 13.60% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,210 | $3,717-67.5% | $4,933-75.5% | $2,757-56.1% |
| Participant deferral / active EE | $5,193 | $6,651-21.9% | $8,066-35.6% | $4,299+20.8% |
| Admin fee / account holder | $2,058 | $7,951-74.1% | $12,989-84.2% | $6,924-70.3% |