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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 | $27,783 | $102,385-72.9% | $147,080-81.1% | $80,935-65.7% |
| Participation rate | 45.7% | 75.9%-30.2pp | 82.2%-36.5pp | 67.7%-21.9pp |
| Annual return | 33.49% | 135.09%-101.6pp | 420.17%-386.7pp | 35.66%-2.2pp |
| Employer contribution / active EE | $1,431 | $3,717-61.5% | $4,933-71.0% | $2,757-48.1% |
| Participant deferral / active EE | $3,709 | $6,651-44.2% | $8,066-54.0% | $4,299-13.7% |
| Admin fee / account holder | $687 | $7,951-91.4% | $12,989-94.7% | $6,924-90.1% |