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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 | $42,906 | $48,570-11.7% | $130,660-67.2% | $72,975-41.2% |
| Participation rate | 24.1% | 58.6%-34.4pp | 71.7%-47.6pp | 69.5%-45.4pp |
| Annual return | 19.21% | 38.63%-19.4pp | 1709.29%-1690.1pp | 81.01%-61.8pp |
| Employer contribution / active EE | $392 | $1,334-70.6% | $4,092-90.4% | $2,440-83.9% |
| Participant deferral / active EE | $1,616 | $2,384-32.2% | $3,603-55.1% | $3,608-55.2% |
| Admin fee / account holder | $10,097 | $3,549+184.5% | $5,463+84.8% | $5,124+97.0% |