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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 | $54,558-39.0% | $76,051-56.2% | $74,400-55.3% |
| Participation rate | 35.1% | 60.3%-25.2pp | 69.1%-33.9pp | 67.2%-32.1pp |
| Annual return | 12.48% | 31.83%-19.3pp | 360.42%-347.9pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $1,154 | $1,778-35.1% | $2,690-57.1% | $2,624-56.0% |
| Participant deferral / active EE | $1,845 | $3,065-39.8% | $4,257-56.7% | $4,348-57.6% |
| Admin fee / account holder | $7,796 | $2,232+249.3% | $6,416+21.5% | $1,944+301.1% |