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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 | $47,793 | $54,674-12.6% | $76,089-37.2% | $74,429-35.8% |
| Participation rate | 33.8% | 60.3%-26.6pp | 69.1%-35.3pp | 67.2%-33.4pp |
| Annual return | 26.24% | 31.89%-5.6pp | 360.94%-334.7pp | 1368.38%-1342.1pp |
| Employer contribution / active EE | $527 | $1,781-70.4% | $2,690-80.4% | $2,625-79.9% |
| Participant deferral / active EE | $1,116 | $3,071-63.7% | $4,259-73.8% | $4,348-74.3% |
| Admin fee / account holder | $3,442 | $2,238+53.8% | $6,418-46.4% | $1,944+77.1% |