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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 | $43,005 | $59,448-27.7% | $93,696-54.1% | $74,459-42.2% |
| Participation rate | 31.9% | 59.6%-27.7pp | 68.7%-36.8pp | 67.2%-35.3pp |
| Annual return | 16.76% | 82.11%-65.3pp | 133.74%-117.0pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $786 | $1,266-37.9% | $2,422-67.5% | $2,626-70.1% |
| Participant deferral / active EE | $1,773 | $3,052-41.9% | $4,417-59.9% | $4,350-59.2% |
| Admin fee / account holder | $2,357 | $3,027-22.1% | $8,287-71.6% | $1,945+21.2% |