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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 | $36,030 | $106,008-66.0% | $92,240-60.9% | $147,586-75.6% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 38.01% | 50.05%-12.0pp | 176.29%-138.3pp | 578.59%-540.6pp |
| Employer contribution / active EE | $1,311 | $4,333-69.7% | $3,680-64.4% | $4,876-73.1% |
| Participant deferral / active EE | $2,063 | $4,478-53.9% | $3,897-47.1% | $5,439-62.1% |
| Admin fee / account holder | $47,478 | $6,333+649.7% | $5,194+814.1% | $10,886+336.1% |