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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 | $33,546 | $102,422-67.2% | $147,117-77.2% | $80,959-58.6% |
| Participation rate | 55.2% | 75.9%-20.7pp | 82.2%-27.0pp | 67.7%-12.5pp |
| Annual return | 13.26% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,591 | $3,717-57.2% | $4,932-67.8% | $2,757-42.3% |
| Participant deferral / active EE | $4,291 | $6,652-35.5% | $8,065-46.8% | $4,300-0.2% |
| Admin fee / account holder | $628 | $7,953-92.1% | $12,993-95.2% | $6,925-90.9% |