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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 | $49,515 | $55,470-10.7% | $155,556-68.2% | $74,478-33.5% |
| Participation rate | 30.7% | 61.9%-31.2pp | 78.2%-47.5pp | 67.2%-36.5pp |
| Annual return | 11.89% | 269.80%-257.9pp | 64.84%-52.9pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $794 | $2,267-65.0% | $4,675-83.0% | $2,626-69.8% |
| Participant deferral / active EE | $2,721 | $2,838-4.1% | $5,631-51.7% | $4,350-37.5% |
| Admin fee / account holder | $4,506 | $1,744+158.3% | $15,885-71.6% | $1,946+131.6% |