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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 | $34,624 | $102,385-66.2% | $147,080-76.5% | $80,935-57.2% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 12.83% | 135.09%-122.3pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $2,405 | $3,717-35.3% | $4,933-51.2% | $2,757-12.8% |
| Participant deferral / active EE | $4,908 | $6,651-26.2% | $8,066-39.2% | $4,299+14.1% |
| Admin fee / account holder | $2,984 | $7,951-62.5% | $12,989-77.0% | $6,924-56.9% |