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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 | $45,851 | $102,385-55.2% | $147,080-68.8% | $80,935-43.3% |
| Participation rate | 41.5% | 75.9%-34.4pp | 82.2%-40.7pp | 67.7%-26.2pp |
| Annual return | 17.09% | 135.09%-118.0pp | 420.17%-403.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $1,163 | $3,717-68.7% | $4,933-76.4% | $2,757-57.8% |
| Participant deferral / active EE | $3,167 | $6,651-52.4% | $8,066-60.7% | $4,299-26.3% |
| Admin fee / account holder | $1,217 | $7,951-84.7% | $12,989-90.6% | $6,924-82.4% |