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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 | $37,758 | $102,422-63.1% | $147,117-74.3% | $80,959-53.4% |
| Participation rate | 59.2% | 75.9%-16.7pp | 82.2%-23.0pp | 67.7%-8.5pp |
| Annual return | 12.47% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,762 | $3,717-52.6% | $4,932-64.3% | $2,757-36.1% |
| Participant deferral / active EE | $3,829 | $6,652-42.4% | $8,065-52.5% | $4,300-11.0% |
| Admin fee / account holder | $713 | $7,953-91.0% | $12,993-94.5% | $6,925-89.7% |