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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 | $40,170 | $58,258-31.0% | $81,820-50.9% | $80,925-50.4% |
| Participation rate | 34.8% | 63.5%-28.6pp | 72.4%-37.5pp | 67.7%-32.8pp |
| Annual return | 13.46% | 41.76%-28.3pp | 777.93%-764.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $741 | $2,345-68.4% | $2,915-74.6% | $2,756-73.1% |
| Participant deferral / active EE | $1,224 | $3,284-62.7% | $4,323-71.7% | $4,299-71.5% |
| Admin fee / account holder | $9,440 | $4,976+89.7% | $7,391+27.7% | $6,940+36.0% |