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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 | $66,124 | $102,385-35.4% | $147,080-55.0% | $80,935-18.3% |
| Participation rate | 29.0% | 75.9%-46.8pp | 82.2%-53.2pp | 67.7%-38.6pp |
| Annual return | 12.07% | 135.09%-123.0pp | 420.17%-408.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,028 | $3,717-72.3% | $4,933-79.2% | $2,757-62.7% |
| Participant deferral / active EE | $3,395 | $6,651-49.0% | $8,066-57.9% | $4,299-21.0% |
| Admin fee / account holder | $8,984 | $7,951+13.0% | $12,989-30.8% | $6,924+29.7% |