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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 | $32,927 | $102,393-67.8% | $147,041-77.6% | $80,911-59.3% |
| Participation rate | 31.1% | 75.9%-44.7pp | 82.2%-51.1pp | 67.6%-36.5pp |
| Annual return | 14.74% | 134.95%-120.2pp | 419.21%-404.5pp | 35.63%-20.9pp |
| Employer contribution / active EE | $1,546 | $3,715-58.4% | $4,935-68.7% | $2,756-43.9% |
| Participant deferral / active EE | $3,627 | $6,647-45.4% | $8,071-55.1% | $4,297-15.6% |
| Admin fee / account holder | $1,799 | $7,943-77.4% | $13,006-86.2% | $6,935-74.1% |