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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 | $43,656 | $55,472-21.3% | $155,567-71.9% | $74,546-41.4% |
| Participation rate | 42.2% | 61.9%-19.7pp | 78.2%-36.0pp | 67.2%-25.0pp |
| Annual return | 11.92% | 268.72%-256.8pp | 64.74%-52.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $585 | $2,269-74.2% | $4,674-87.5% | $2,624-77.7% |
| Participant deferral / active EE | $1,262 | $2,838-55.5% | $5,628-77.6% | $4,347-71.0% |
| Admin fee / account holder | $6,310 | $1,743+262.1% | $15,916-60.4% | $1,944+224.7% |