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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 | $32,006 | $102,429-68.8% | $147,096-78.2% | $80,925-60.5% |
| Participation rate | 63.0% | 75.9%-12.9pp | 82.2%-19.2pp | 67.7%-4.7pp |
| Annual return | 16.53% | 135.02%-118.5pp | 419.75%-403.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $1,515 | $3,716-59.2% | $4,936-69.3% | $2,756-45.0% |
| Participant deferral / active EE | $4,098 | $6,649-38.4% | $8,071-49.2% | $4,299-4.7% |
| Admin fee / account holder | $327 | $7,957-95.9% | $13,005-97.5% | $6,940-95.3% |