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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 | $55,423-31.9% | $155,602-75.7% | $74,400-49.2% |
| Participation rate | 44.9% | 61.9%-17.0pp | 78.2%-33.3pp | 67.2%-22.4pp |
| Annual return | 12.37% | 269.07%-256.7pp | 64.81%-52.4pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $530 | $2,266-76.6% | $4,675-88.7% | $2,624-79.8% |
| Participant deferral / active EE | $2,112 | $2,835-25.5% | $5,629-62.5% | $4,348-51.4% |
| Admin fee / account holder | $1,116 | $1,744-36.0% | $15,923-93.0% | $1,944-42.6% |