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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 | $44,859 | $59,467-24.6% | $93,727-52.1% | $74,478-39.8% |
| Participation rate | 29.6% | 59.6%-30.0pp | 68.7%-39.1pp | 67.2%-37.6pp |
| Annual return | 12.41% | 82.14%-69.7pp | 133.83%-121.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $703 | $1,267-44.5% | $2,421-71.0% | $2,626-73.2% |
| Participant deferral / active EE | $2,176 | $3,052-28.7% | $4,417-50.7% | $4,350-50.0% |
| Admin fee / account holder | $2,601 | $3,028-14.1% | $8,292-68.6% | $1,946+33.7% |