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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 | $43,410 | $58,311-25.6% | $81,882-47.0% | $80,959-46.4% |
| Participation rate | 35.7% | 63.5%-27.8pp | 72.4%-36.7pp | 67.7%-32.0pp |
| Annual return | 13.88% | 41.85%-28.0pp | 779.47%-765.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $911 | $2,347-61.2% | $2,916-68.8% | $2,757-66.9% |
| Participant deferral / active EE | $1,769 | $3,287-46.2% | $4,323-59.1% | $4,300-58.9% |
| Admin fee / account holder | $8,830 | $4,752+85.8% | $7,360+20.0% | $6,925+27.5% |