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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 | $37,698 | $74,661-49.5% | $160,784-76.6% | $67,986-44.6% |
| Participation rate | 43.0% | 57.1%-14.2pp | 77.0%-34.0pp | 57.2%-14.2pp |
| Annual return | 18.27% | 28.83%-10.6pp | 1803.92%-1785.7pp | 31.67%-13.4pp |
| Employer contribution / active EE | $1,175 | $1,829-35.8% | $3,733-68.5% | $2,019-41.8% |
| Participant deferral / active EE | $1,858 | $3,681-49.5% | $6,293-70.5% | $3,358-44.7% |
| Admin fee / account holder | $6,375 | $3,959+61.0% | $9,717-34.4% | $3,203+99.0% |