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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 | $42,601 | $55,470-23.2% | $155,556-72.6% | $74,478-42.8% |
| Participation rate | 36.5% | 61.9%-25.4pp | 78.2%-41.8pp | 67.2%-30.8pp |
| Annual return | 27.31% | 269.80%-242.5pp | 64.84%-37.5pp | 1370.56%-1343.3pp |
| Employer contribution / active EE | $1,162 | $2,267-48.7% | $4,675-75.2% | $2,626-55.8% |
| Participant deferral / active EE | $1,977 | $2,838-30.3% | $5,631-64.9% | $4,350-54.5% |
| Admin fee / account holder | $970 | $1,744-44.4% | $15,885-93.9% | $1,946-50.1% |