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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 | $48,047 | $62,393-23.0% | $120,580-60.2% | $74,478-35.5% |
| Participation rate | 26.2% | 56.8%-30.6pp | 72.0%-45.8pp | 67.2%-41.1pp |
| Annual return | 16.83% | 18.61%-1.8pp | 107.48%-90.6pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $1,262 | $1,845-31.6% | $3,469-63.6% | $2,626-52.0% |
| Participant deferral / active EE | $1,765 | $2,886-38.8% | $4,995-64.7% | $4,350-59.4% |
| Admin fee / account holder | $2,131 | $2,396-11.1% | $9,418-77.4% | $1,946+9.5% |