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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 | $35,562 | $74,661-52.4% | $160,784-77.9% | $67,986-47.7% |
| Participation rate | 35.7% | 57.1%-21.5pp | 77.0%-41.3pp | 57.2%-21.5pp |
| Annual return | 20.02% | 28.83%-8.8pp | 1803.92%-1783.9pp | 31.67%-11.6pp |
| Employer contribution / active EE | $473 | $1,829-74.2% | $3,733-87.3% | $2,019-76.6% |
| Participant deferral / active EE | $1,943 | $3,681-47.2% | $6,293-69.1% | $3,358-42.1% |
| Admin fee / account holder | $6,433 | $3,959+62.5% | $9,717-33.8% | $3,203+100.8% |