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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 | $45,444 | $79,223-42.6% | $102,460-55.6% | $74,478-39.0% |
| Participation rate | 38.1% | 74.8%-36.7pp | 76.5%-38.4pp | 67.2%-29.2pp |
| Annual return | 15.00% | 54.98%-40.0pp | 29.47%-14.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,147 | $2,363-51.5% | $3,025-62.1% | $2,626-56.3% |
| Participant deferral / active EE | $2,220 | $4,417-49.8% | $5,056-56.1% | $4,350-49.0% |
| Admin fee / account holder | $6,483 | $2,003+223.6% | $9,460-31.5% | $1,946+233.2% |