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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 | $34,671 | $63,346-45.3% | $92,240-62.4% | $70,126-50.6% |
| Participation rate | 46.4% | 68.7%-22.2pp | 76.5%-30.1pp | 69.5%-23.1pp |
| Annual return | 13.94% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,130 | $2,471-54.3% | $3,680-69.3% | $2,343-51.8% |
| Participant deferral / active EE | $1,765 | $2,854-38.2% | $3,897-54.7% | $3,332-47.0% |
| Admin fee / account holder | $456 | $3,841-88.1% | $5,194-91.2% | $4,645-90.2% |