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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 | $102,393-63.1% | $147,041-74.3% | $80,911-53.3% |
| Participation rate | 43.1% | 75.9%-32.7pp | 82.2%-39.0pp | 67.6%-24.5pp |
| Annual return | 16.58% | 134.95%-118.4pp | 419.21%-402.6pp | 35.63%-19.0pp |
| Employer contribution / active EE | $1,872 | $3,715-49.6% | $4,935-62.1% | $2,756-32.1% |
| Participant deferral / active EE | $3,260 | $6,647-51.0% | $8,071-59.6% | $4,297-24.1% |
| Admin fee / account holder | $1,398 | $7,943-82.4% | $13,006-89.3% | $6,935-79.8% |