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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 | $37,035 | $102,385-63.8% | $147,080-74.8% | $80,935-54.2% |
| Participation rate | 49.3% | 75.9%-26.6pp | 82.2%-32.9pp | 67.7%-18.4pp |
| Annual return | 14.50% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,552 | $3,717-58.2% | $4,933-68.5% | $2,757-43.7% |
| Participant deferral / active EE | $4,601 | $6,651-30.8% | $8,066-43.0% | $4,299+7.0% |
| Admin fee / account holder | $3,614 | $7,951-54.6% | $12,989-72.2% | $6,924-47.8% |