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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 | $41,384 | $59,456-30.4% | $93,669-55.8% | $74,429-44.4% |
| Participation rate | 31.6% | 59.6%-28.1pp | 68.7%-37.1pp | 67.2%-35.6pp |
| Annual return | 11.10% | 82.00%-70.9pp | 133.59%-122.5pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $366 | $1,266-71.1% | $2,424-84.9% | $2,625-86.1% |
| Participant deferral / active EE | $1,633 | $3,052-46.5% | $4,416-63.0% | $4,348-62.4% |
| Admin fee / account holder | $5,720 | $3,026+89.0% | $8,291-31.0% | $1,944+194.2% |