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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 | $59,456-35.3% | $93,669-58.9% | $74,429-48.3% |
| Participation rate | 47.3% | 59.6%-12.3pp | 68.7%-21.4pp | 67.2%-19.9pp |
| Annual return | 16.28% | 82.00%-65.7pp | 133.59%-117.3pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $990 | $1,266-21.8% | $2,424-59.2% | $2,625-62.3% |
| Participant deferral / active EE | $2,155 | $3,052-29.4% | $4,416-51.2% | $4,348-50.4% |
| Admin fee / account holder | $2,484 | $3,026-17.9% | $8,291-70.0% | $1,944+27.8% |