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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 | $42,695 | $51,878-17.7% | $68,368-37.6% | $79,634-46.4% |
| Participation rate | 27.8% | 53.7%-25.9pp | 73.8%-46.0pp | 62.5%-34.7pp |
| Annual return | 17.28% | 137.43%-120.2pp | 292.57%-275.3pp | 36.46%-19.2pp |
| Employer contribution / active EE | $1,187 | $1,931-38.5% | $2,649-55.2% | $2,529-53.1% |
| Participant deferral / active EE | $2,439 | $2,577-5.4% | $4,123-40.9% | $3,835-36.4% |
| Admin fee / account holder | $4,221 | $942+348.0% | $5,150-18.0% | $1,002+321.3% |