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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 | $42,733 | $102,385-58.3% | $147,080-70.9% | $80,935-47.2% |
| Participation rate | 52.0% | 75.9%-23.9pp | 82.2%-30.2pp | 67.7%-15.7pp |
| Annual return | 13.95% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,535 | $3,717-58.7% | $4,933-68.9% | $2,757-44.3% |
| Participant deferral / active EE | $4,099 | $6,651-38.4% | $8,066-49.2% | $4,299-4.7% |
| Admin fee / account holder | $6,114 | $7,951-23.1% | $12,989-52.9% | $6,924-11.7% |