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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 | $37,770 | $55,472-31.9% | $155,567-75.7% | $74,546-49.3% |
| Participation rate | 44.9% | 61.9%-17.0pp | 78.2%-33.3pp | 67.2%-22.4pp |
| Annual return | 12.37% | 268.72%-256.3pp | 64.74%-52.4pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $530 | $2,269-76.7% | $4,674-88.7% | $2,624-79.8% |
| Participant deferral / active EE | $2,112 | $2,838-25.6% | $5,628-62.5% | $4,347-51.4% |
| Admin fee / account holder | $1,116 | $1,743-36.0% | $15,916-93.0% | $1,944-42.6% |