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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 | $55,470-29.9% | $155,556-75.0% | $74,478-47.8% |
| Participation rate | 41.5% | 61.9%-20.4pp | 78.2%-36.7pp | 67.2%-25.7pp |
| Annual return | 12.49% | 269.80%-257.3pp | 64.84%-52.3pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $468 | $2,267-79.3% | $4,675-90.0% | $2,626-82.2% |
| Participant deferral / active EE | $1,573 | $2,838-44.6% | $5,631-72.1% | $4,350-63.9% |
| Admin fee / account holder | $6,272 | $1,744+259.6% | $15,885-60.5% | $1,946+222.3% |