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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 | $38,462 | $59,402-35.3% | $93,654-58.9% | $74,546-48.4% |
| Participation rate | 47.3% | 59.7%-12.3pp | 68.7%-21.4pp | 67.2%-19.9pp |
| Annual return | 16.28% | 81.86%-65.6pp | 133.34%-117.1pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $990 | $1,265-21.8% | $2,421-59.1% | $2,624-62.3% |
| Participant deferral / active EE | $2,155 | $3,049-29.3% | $4,413-51.2% | $4,347-50.4% |
| Admin fee / account holder | $2,484 | $3,023-17.8% | $8,282-70.0% | $1,944+27.8% |