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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 | $38,882 | $55,446-29.9% | $155,574-75.0% | $74,429-47.8% |
| Participation rate | 41.5% | 61.9%-20.4pp | 78.2%-36.7pp | 67.2%-25.7pp |
| Annual return | 12.49% | 269.20%-256.7pp | 64.87%-52.4pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $468 | $2,266-79.3% | $4,676-90.0% | $2,625-82.2% |
| Participant deferral / active EE | $1,573 | $2,836-44.5% | $5,629-72.1% | $4,348-63.8% |
| Admin fee / account holder | $6,272 | $1,743+259.8% | $15,914-60.6% | $1,944+222.6% |