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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 | $46,912 | $63,346-25.9% | $92,240-49.1% | $70,126-33.1% |
| Participation rate | 35.5% | 68.7%-33.2pp | 76.5%-41.0pp | 69.5%-34.1pp |
| Annual return | 16.33% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $707 | $2,471-71.4% | $3,680-80.8% | $2,343-69.8% |
| Participant deferral / active EE | $1,493 | $2,854-47.7% | $3,897-61.7% | $3,332-55.2% |
| Admin fee / account holder | $965 | $3,841-74.9% | $5,194-81.4% | $4,645-79.2% |