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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 | $35,977 | $102,429-64.9% | $147,096-75.5% | $80,925-55.5% |
| Participation rate | 53.3% | 75.9%-22.5pp | 82.2%-28.8pp | 67.7%-14.3pp |
| Annual return | 14.16% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,545 | $3,716-58.4% | $4,936-68.7% | $2,756-43.9% |
| Participant deferral / active EE | $3,874 | $6,649-41.7% | $8,071-52.0% | $4,299-9.9% |
| Admin fee / account holder | $458 | $7,957-94.2% | $13,005-96.5% | $6,940-93.4% |