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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 | $35,247 | $55,423-36.4% | $155,602-77.3% | $74,400-52.6% |
| Participation rate | 44.6% | 61.9%-17.3pp | 78.2%-33.6pp | 67.2%-22.6pp |
| Annual return | 13.84% | 269.07%-255.2pp | 64.81%-51.0pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $747 | $2,266-67.0% | $4,675-84.0% | $2,624-71.5% |
| Participant deferral / active EE | $1,211 | $2,835-57.3% | $5,629-78.5% | $4,348-72.2% |
| Admin fee / account holder | $2,674 | $1,744+53.3% | $15,923-83.2% | $1,944+37.6% |