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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 | $39,392 | $53,837-26.8% | $75,714-48.0% | $85,847-54.1% |
| Participation rate | 45.1% | 69.1%-24.0pp | 74.8%-29.8pp | 69.3%-24.2pp |
| Annual return | 13.16% | 24.54%-11.4pp | 104.62%-91.5pp | 318.61%-305.4pp |
| Employer contribution / active EE | $652 | $2,017-67.7% | $2,744-76.2% | $2,565-74.6% |
| Participant deferral / active EE | $1,846 | $2,895-36.3% | $3,820-51.7% | $3,952-53.3% |
| Admin fee / account holder | $4,769 | $3,339+42.8% | $3,619+31.8% | $6,261-23.8% |