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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 | $39,890 | $102,385-61.0% | $147,080-72.9% | $80,935-50.7% |
| Participation rate | 51.5% | 75.9%-24.4pp | 82.2%-30.7pp | 67.7%-16.1pp |
| Annual return | 12.66% | 135.09%-122.4pp | 420.17%-407.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,177 | $3,717-68.3% | $4,933-76.1% | $2,757-57.3% |
| Participant deferral / active EE | $2,808 | $6,651-57.8% | $8,066-65.2% | $4,299-34.7% |
| Admin fee / account holder | $3,778 | $7,951-52.5% | $12,989-70.9% | $6,924-45.4% |