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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 | $34,197 | $102,393-66.6% | $147,041-76.7% | $80,911-57.7% |
| Participation rate | 54.8% | 75.9%-21.1pp | 82.2%-27.4pp | 67.6%-12.9pp |
| Annual return | 14.69% | 134.95%-120.3pp | 419.21%-404.5pp | 35.63%-20.9pp |
| Employer contribution / active EE | $1,784 | $3,715-52.0% | $4,935-63.9% | $2,756-35.3% |
| Participant deferral / active EE | $3,693 | $6,647-44.4% | $8,071-54.2% | $4,297-14.1% |
| Admin fee / account holder | $791 | $7,943-90.0% | $13,006-93.9% | $6,935-88.6% |