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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 | $41,455 | $54,674-24.2% | $76,089-45.5% | $74,429-44.3% |
| Participation rate | 22.3% | 60.3%-38.0pp | 69.1%-46.8pp | 67.2%-44.9pp |
| Annual return | 12.34% | 31.89%-19.5pp | 360.94%-348.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $471 | $1,781-73.6% | $2,690-82.5% | $2,625-82.1% |
| Participant deferral / active EE | $1,011 | $3,071-67.1% | $4,259-76.3% | $4,348-76.7% |
| Admin fee / account holder | $2,001 | $2,238-10.6% | $6,418-68.8% | $1,944+2.9% |