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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 | $102,382-63.8% | $147,005-74.8% | $80,874-54.2% |
| Participation rate | 49.3% | 75.8%-26.6pp | 82.2%-32.9pp | 67.6%-18.4pp |
| Annual return | 14.50% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,552 | $3,715-58.2% | $4,934-68.5% | $2,756-43.7% |
| Participant deferral / active EE | $4,601 | $6,646-30.8% | $8,070-43.0% | $4,297+7.1% |
| Admin fee / account holder | $3,614 | $7,942-54.5% | $13,006-72.2% | $6,935-47.9% |