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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 | $58,077 | $60,504-4.0% | $81,882-29.1% | $74,478-22.0% |
| Participation rate | 34.7% | 62.9%-28.2pp | 72.4%-37.7pp | 67.2%-32.5pp |
| Annual return | 17.43% | 16.91%+0.5pp | 779.47%-762.0pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $674 | $2,627-74.3% | $2,916-76.9% | $2,626-74.3% |
| Participant deferral / active EE | $2,085 | $3,400-38.7% | $4,323-51.8% | $4,350-52.1% |
| Admin fee / account holder | $4,064 | $1,492+172.4% | $7,360-44.8% | $1,946+108.9% |