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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 | $40,379 | $100,033-59.6% | $149,716-73.0% | $70,124-42.4% |
| Participation rate | 37.5% | 83.6%-46.1pp | 87.1%-49.6pp | 69.5%-32.0pp |
| Annual return | 17.74% | 27.43%-9.7pp | 1501.67%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,404 | $3,661-61.7% | $5,444-74.2% | $2,342-40.1% |
| Participant deferral / active EE | $3,889 | $4,982-21.9% | $6,568-40.8% | $3,332+16.7% |
| Admin fee / account holder | $1,334 | $8,285-83.9% | $11,282-88.2% | $4,645-71.3% |