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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 | $46,578 | $63,346-26.5% | $92,240-49.5% | $70,126-33.6% |
| Participation rate | 39.4% | 68.7%-29.3pp | 76.5%-37.1pp | 69.5%-30.1pp |
| Annual return | 19.87% | 530.19%-510.3pp | 176.29%-156.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $504 | $2,471-79.6% | $3,680-86.3% | $2,343-78.5% |
| Participant deferral / active EE | $1,540 | $2,854-46.0% | $3,897-60.5% | $3,332-53.8% |
| Admin fee / account holder | $13,370 | $3,841+248.1% | $5,194+157.4% | $4,645+187.8% |