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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 | $31,421 | $74,661-57.9% | $160,784-80.5% | $67,986-53.8% |
| Participation rate | 38.7% | 57.1%-18.5pp | 77.0%-38.3pp | 57.2%-18.6pp |
| Annual return | 22.30% | 28.83%-6.5pp | 1803.92%-1781.6pp | 31.67%-9.4pp |
| Employer contribution / active EE | $1,459 | $1,829-20.2% | $3,733-60.9% | $2,019-27.7% |
| Participant deferral / active EE | $2,249 | $3,681-38.9% | $6,293-64.3% | $3,358-33.0% |
| Admin fee / account holder | $5,100 | $3,959+28.8% | $9,717-47.5% | $3,203+59.2% |