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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 | $37,750 | $102,422-63.1% | $147,117-74.3% | $80,959-53.4% |
| Participation rate | 43.1% | 75.9%-32.7pp | 82.2%-39.0pp | 67.7%-24.5pp |
| Annual return | 16.58% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,872 | $3,717-49.6% | $4,932-62.1% | $2,757-32.1% |
| Participant deferral / active EE | $3,260 | $6,652-51.0% | $8,065-59.6% | $4,300-24.2% |
| Admin fee / account holder | $1,398 | $7,953-82.4% | $12,993-89.2% | $6,925-79.8% |