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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 | $31,658 | $48,053-34.1% | $84,637-62.6% | $72,976-56.6% |
| Participation rate | 39.4% | 57.6%-18.2pp | 68.2%-28.8pp | 69.5%-30.1pp |
| Annual return | 41.96% | 37.39%+4.6pp | 258.82%-216.9pp | 81.02%-39.1pp |
| Employer contribution / active EE | $512 | $1,602-68.0% | $2,653-80.7% | $2,440-79.0% |
| Participant deferral / active EE | $1,215 | $2,681-54.7% | $3,900-68.8% | $3,608-66.3% |
| Admin fee / account holder | $9,989 | $3,395+194.2% | $4,914+103.3% | $5,124+94.9% |