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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 | $36,688 | $110,337-66.7% | $102,383-64.2% | $145,877-74.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 54.63% | 24.83%+29.8pp | 24.94%+29.7pp | 551.28%-496.7pp |
| Employer contribution / active EE | $2,136 | $4,216-49.3% | $3,870-44.8% | $4,663-54.2% |
| Participant deferral / active EE | $4,155 | $5,621-26.1% | $5,060-17.9% | $6,691-37.9% |
| Admin fee / account holder | $17,198 | $9,750+76.4% | $8,391+105.0% | $13,402+28.3% |