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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 | $29,471 | $102,422-71.2% | $147,117-80.0% | $80,959-63.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 33.23% | 135.16%-101.9pp | 420.54%-387.3pp | 35.67%-2.4pp |
| Employer contribution / active EE | $1,754 | $3,717-52.8% | $4,932-64.4% | $2,757-36.4% |
| Participant deferral / active EE | $3,959 | $6,652-40.5% | $8,065-50.9% | $4,300-7.9% |
| Admin fee / account holder | $3,208 | $7,953-59.7% | $12,993-75.3% | $6,925-53.7% |