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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 | $54,433 | $63,346-14.1% | $92,239-41.0% | $70,124-22.4% |
| Participation rate | 31.1% | 68.7%-37.6pp | 76.5%-45.4pp | 69.5%-38.4pp |
| Annual return | 18.27% | 530.19%-511.9pp | 176.29%-158.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,778 | $2,471-28.1% | $3,680-51.7% | $2,342-24.1% |
| Participant deferral / active EE | $2,202 | $2,854-22.8% | $3,897-43.5% | $3,332-33.9% |
| Admin fee / account holder | $18,764 | $3,841+388.6% | $5,194+261.3% | $4,645+303.9% |