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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 | $102,385-67.8% | $147,080-77.6% | $80,935-59.3% |
| Participation rate | 31.1% | 75.9%-44.8pp | 82.2%-51.1pp | 67.7%-36.6pp |
| Annual return | 14.74% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,546 | $3,717-58.4% | $4,933-68.7% | $2,757-43.9% |
| Participant deferral / active EE | $3,627 | $6,651-45.5% | $8,066-55.0% | $4,299-15.6% |
| Admin fee / account holder | $1,799 | $7,951-77.4% | $12,989-86.1% | $6,924-74.0% |