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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 | $39,382 | $84,741-53.5% | $75,731-48.0% | $167,553-76.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 12.53% | 199.72%-187.2pp | 104.65%-92.1pp | 478.89%-466.4pp |
| Employer contribution / active EE | $499 | $3,230-84.6% | $2,743-81.8% | $4,840-89.7% |
| Participant deferral / active EE | $1,323 | $4,577-71.1% | $3,820-65.4% | $6,343-79.1% |
| Admin fee / account holder | $4,781 | $5,361-10.8% | $3,620+32.1% | $12,316-61.2% |