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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 | $54,003 | $59,467-9.2% | $93,727-42.4% | $74,478-27.5% |
| Participation rate | 29.0% | 59.6%-30.7pp | 68.7%-39.7pp | 67.2%-38.3pp |
| Annual return | 12.17% | 82.14%-70.0pp | 133.83%-121.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,193 | $1,267-5.8% | $2,421-50.7% | $2,626-54.6% |
| Participant deferral / active EE | $2,327 | $3,052-23.7% | $4,417-47.3% | $4,350-46.5% |
| Admin fee / account holder | $7,177 | $3,028+137.0% | $8,292-13.4% | $1,946+268.8% |