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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 | $51,394 | $102,422-49.8% | $147,117-65.1% | $80,959-36.5% |
| Participation rate | 22.2% | 75.9%-53.7pp | 82.2%-60.0pp | 67.7%-45.4pp |
| Annual return | 14.20% | 135.16%-121.0pp | 420.54%-406.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,104 | $3,717-70.3% | $4,932-77.6% | $2,757-60.0% |
| Participant deferral / active EE | $2,746 | $6,652-58.7% | $8,065-65.9% | $4,300-36.1% |
| Admin fee / account holder | $5,013 | $7,953-37.0% | $12,993-61.4% | $6,925-27.6% |