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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 | $47,270 | $58,121-18.7% | $130,788-63.9% | $64,728-27.0% |
| Participation rate | 32.6% | 34.7%-2.1pp | 70.1%-37.5pp | 57.9%-25.3pp |
| Annual return | 14.84% | 102.13%-87.3pp | 386.44%-371.6pp | 49.38%-34.5pp |
| Employer contribution / active EE | $760 | $1,281-40.7% | $3,558-78.6% | $2,243-66.1% |
| Participant deferral / active EE | $1,828 | $2,137-14.5% | $4,137-55.8% | $2,729-33.0% |
| Admin fee / account holder | $6,234 | $1,703+266.1% | $6,673-6.6% | $1,145+444.4% |