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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 | $43,292 | $78,607-44.9% | $105,624-59.0% | $74,478-41.9% |
| Participation rate | 35.5% | 72.8%-37.4pp | 75.3%-39.8pp | 67.2%-31.8pp |
| Annual return | 19.48% | 15.96%+3.5pp | 116.20%-96.7pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $1,665 | $2,523-34.0% | $3,168-47.4% | $2,626-36.6% |
| Participant deferral / active EE | $2,638 | $4,325-39.0% | $5,013-47.4% | $4,350-39.4% |
| Admin fee / account holder | $698 | $2,220-68.6% | $10,961-93.6% | $1,946-64.1% |