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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 | $41,677 | $63,346-34.2% | $92,240-54.8% | $70,126-40.6% |
| Participation rate | 38.6% | 68.7%-30.1pp | 76.5%-37.9pp | 69.5%-30.9pp |
| Annual return | 14.02% | 530.19%-516.2pp | 176.29%-162.3pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,118 | $2,471-54.8% | $3,680-69.6% | $2,343-52.3% |
| Participant deferral / active EE | $1,897 | $2,854-33.5% | $3,897-51.3% | $3,332-43.1% |
| Admin fee / account holder | $6,280 | $3,841+63.5% | $5,194+20.9% | $4,645+35.2% |