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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 | $33,290 | $54,674-39.1% | $76,089-56.2% | $74,429-55.3% |
| Participation rate | 35.1% | 60.3%-25.2pp | 69.1%-33.9pp | 67.2%-32.1pp |
| Annual return | 12.48% | 31.89%-19.4pp | 360.94%-348.5pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,154 | $1,781-35.2% | $2,690-57.1% | $2,625-56.0% |
| Participant deferral / active EE | $1,845 | $3,071-39.9% | $4,259-56.7% | $4,348-57.6% |
| Admin fee / account holder | $7,796 | $2,238+248.4% | $6,418+21.5% | $1,944+300.9% |