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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 | $54,558-24.0% | $76,051-45.5% | $74,400-44.3% |
| Participation rate | 22.3% | 60.3%-38.0pp | 69.1%-46.8pp | 67.2%-44.9pp |
| Annual return | 12.34% | 31.83%-19.5pp | 360.42%-348.1pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $471 | $1,778-73.5% | $2,690-82.5% | $2,624-82.1% |
| Participant deferral / active EE | $1,011 | $3,065-67.0% | $4,257-76.2% | $4,348-76.7% |
| Admin fee / account holder | $2,001 | $2,232-10.4% | $6,416-68.8% | $1,944+2.9% |