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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 | $36,724 | $59,467-38.2% | $93,727-60.8% | $74,478-50.7% |
| Participation rate | 29.4% | 59.6%-30.2pp | 68.7%-39.3pp | 67.2%-37.8pp |
| Annual return | 13.01% | 82.14%-69.1pp | 133.83%-120.8pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $895 | $1,267-29.3% | $2,421-63.0% | $2,626-65.9% |
| Participant deferral / active EE | $1,518 | $3,052-50.3% | $4,417-65.6% | $4,350-65.1% |
| Admin fee / account holder | $5,356 | $3,028+76.8% | $8,292-35.4% | $1,946+175.2% |