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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 | $54,690-24.2% | $76,030-45.5% | $74,478-44.3% |
| Participation rate | 22.3% | 60.3%-38.0pp | 69.1%-46.7pp | 67.2%-44.9pp |
| Annual return | 12.34% | 31.92%-19.6pp | 361.54%-349.2pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $471 | $1,781-73.6% | $2,688-82.5% | $2,626-82.1% |
| Participant deferral / active EE | $1,011 | $3,070-67.1% | $4,257-76.2% | $4,350-76.8% |
| Admin fee / account holder | $2,001 | $2,240-10.7% | $6,421-68.8% | $1,946+2.8% |