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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 | $57,029 | $74,661-23.6% | $160,784-64.5% | $67,986-16.1% |
| Participation rate | 40.3% | 57.1%-16.8pp | 77.0%-36.6pp | 57.2%-16.9pp |
| Annual return | 18.01% | 28.83%-10.8pp | 1803.92%-1785.9pp | 31.67%-13.7pp |
| Employer contribution / active EE | $953 | $1,829-47.9% | $3,733-74.5% | $2,019-52.8% |
| Participant deferral / active EE | $3,257 | $3,681-11.5% | $6,293-48.2% | $3,358-3.0% |
| Admin fee / account holder | $5,471 | $3,959+38.2% | $9,717-43.7% | $3,203+70.8% |