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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 | $44,562 | $78,562-43.3% | $105,608-57.8% | $74,429-40.1% |
| Participation rate | 51.0% | 72.8%-21.8pp | 75.3%-24.3pp | 67.2%-16.2pp |
| Annual return | 12.94% | 15.94%-3.0pp | 116.50%-103.6pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $937 | $2,521-62.9% | $3,167-70.4% | $2,625-64.3% |
| Participant deferral / active EE | $2,546 | $4,321-41.1% | $5,010-49.2% | $4,348-41.4% |
| Admin fee / account holder | $5,058 | $2,217+128.2% | $11,028-54.1% | $1,944+160.2% |