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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 | $30,264 | $102,422-70.5% | $147,117-79.4% | $80,959-62.6% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.7%-13.1pp |
| Annual return | 21.97% | 135.16%-113.2pp | 420.54%-398.6pp | 35.67%-13.7pp |
| Employer contribution / active EE | $1,344 | $3,717-63.8% | $4,932-72.8% | $2,757-51.3% |
| Participant deferral / active EE | $3,534 | $6,652-46.9% | $8,065-56.2% | $4,300-17.8% |
| Admin fee / account holder | $1,162 | $7,953-85.4% | $12,993-91.1% | $6,925-83.2% |