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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 | $21,940 | $101,063-78.3% | $81,473-73.1% | $147,586-85.1% |
| Participation rate | 45.0% | 74.5%-29.5pp | 68.0%-23.0pp | 82.8%-37.8pp |
| Annual return | 87.72% | 32.41%+55.3pp | 38.78%+48.9pp | 578.59%-490.9pp |
| Employer contribution / active EE | $1,038 | $3,206-67.6% | $2,568-59.6% | $4,876-78.7% |
| Participant deferral / active EE | $1,238 | $4,242-70.8% | $3,537-65.0% | $5,439-77.2% |
| Admin fee / account holder | $1,206 | $5,812-79.2% | $4,561-73.6% | $10,886-88.9% |