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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 | $44,635 | $56,116-20.5% | $135,768-67.1% | $86,983-48.7% |
| Participation rate | 34.4% | 60.1%-25.8pp | 71.1%-36.7pp | 69.5%-35.2pp |
| Annual return | 11.54% | 125.33%-113.8pp | 526.10%-514.6pp | 25.83%-14.3pp |
| Employer contribution / active EE | $499 | $1,528-67.3% | $3,394-85.3% | $2,584-80.7% |
| Participant deferral / active EE | $1,498 | $2,690-44.3% | $3,977-62.3% | $4,194-64.3% |
| Admin fee / account holder | $757 | $4,314-82.5% | $7,048-89.3% | $7,856-90.4% |