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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 | $59,456-24.6% | $93,669-52.1% | $74,429-39.7% |
| Participation rate | 29.6% | 59.6%-30.0pp | 68.7%-39.1pp | 67.2%-37.6pp |
| Annual return | 12.41% | 82.00%-69.6pp | 133.59%-121.2pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $703 | $1,266-44.4% | $2,424-71.0% | $2,625-73.2% |
| Participant deferral / active EE | $2,176 | $3,052-28.7% | $4,416-50.7% | $4,348-49.9% |
| Admin fee / account holder | $2,601 | $3,026-14.0% | $8,291-68.6% | $1,944+33.8% |