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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 | $44,035 | $55,470-20.6% | $155,556-71.7% | $74,478-40.9% |
| Participation rate | 37.3% | 61.9%-24.6pp | 78.2%-40.9pp | 67.2%-29.9pp |
| Annual return | 11.29% | 269.80%-258.5pp | 64.84%-53.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $718 | $2,267-68.3% | $4,675-84.6% | $2,626-72.7% |
| Participant deferral / active EE | $1,800 | $2,838-36.6% | $5,631-68.0% | $4,350-58.6% |
| Admin fee / account holder | $6,554 | $1,744+275.7% | $15,885-58.7% | $1,946+236.8% |