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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 | $58,241-25.5% | $81,780-46.9% | $80,911-46.3% |
| Participation rate | 35.7% | 63.4%-27.7pp | 72.4%-36.6pp | 67.6%-31.9pp |
| Annual return | 13.88% | 41.73%-27.8pp | 776.27%-762.4pp | 35.63%-21.8pp |
| Employer contribution / active EE | $911 | $2,343-61.1% | $2,914-68.7% | $2,756-66.9% |
| Participant deferral / active EE | $1,769 | $3,283-46.1% | $4,321-59.0% | $4,297-58.8% |
| Admin fee / account holder | $8,830 | $4,973+77.6% | $7,384+19.6% | $6,935+27.3% |