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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 | $48,101 | $55,446-13.2% | $155,574-69.1% | $74,429-35.4% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 20.37% | 269.20%-248.8pp | 64.87%-44.5pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $618 | $2,266-72.7% | $4,676-86.8% | $2,625-76.4% |
| Participant deferral / active EE | $1,117 | $2,836-60.6% | $5,629-80.1% | $4,348-74.3% |
| Admin fee / account holder | $3,422 | $1,743+96.4% | $15,914-78.5% | $1,944+76.0% |