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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 | $40,017 | $49,897-19.8% | $80,648-50.4% | $75,177-46.8% |
| Participation rate | 23.8% | 55.3%-31.5pp | 67.0%-43.2pp | 67.2%-43.4pp |
| Annual return | 17.59% | 34.68%-17.1pp | 937.21%-919.6pp | 160.75%-143.2pp |
| Employer contribution / active EE | $637 | $1,699-62.5% | $2,724-76.6% | $2,671-76.2% |
| Participant deferral / active EE | $2,298 | $2,992-23.2% | $4,443-48.3% | $4,126-44.3% |
| Admin fee / account holder | $14,838 | $3,579+314.6% | $5,382+175.7% | $5,651+162.6% |