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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 | $36,661 | $102,422-64.2% | $147,117-75.1% | $80,959-54.7% |
| Participation rate | 35.0% | 75.9%-40.9pp | 82.2%-47.2pp | 67.7%-32.7pp |
| Annual return | 18.05% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,452 | $3,717-61.0% | $4,932-70.6% | $2,757-47.4% |
| Participant deferral / active EE | $2,813 | $6,652-57.7% | $8,065-65.1% | $4,300-34.6% |
| Admin fee / account holder | $3,391 | $7,953-57.4% | $12,993-73.9% | $6,925-51.0% |