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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 | $55,472-20.6% | $155,567-71.7% | $74,546-40.9% |
| Participation rate | 37.3% | 61.9%-24.6pp | 78.2%-40.9pp | 67.2%-29.9pp |
| Annual return | 11.29% | 268.72%-257.4pp | 64.74%-53.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $718 | $2,269-68.4% | $4,674-84.6% | $2,624-72.6% |
| Participant deferral / active EE | $1,800 | $2,838-36.6% | $5,628-68.0% | $4,347-58.6% |
| Admin fee / account holder | $6,554 | $1,743+276.1% | $15,916-58.8% | $1,944+237.2% |