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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 | $55,446-23.2% | $155,574-72.6% | $74,429-42.8% |
| Participation rate | 36.5% | 61.9%-25.4pp | 78.2%-41.7pp | 67.2%-30.8pp |
| Annual return | 27.31% | 269.20%-241.9pp | 64.87%-37.6pp | 1368.38%-1341.1pp |
| Employer contribution / active EE | $1,162 | $2,266-48.7% | $4,676-75.2% | $2,625-55.7% |
| Participant deferral / active EE | $1,977 | $2,836-30.3% | $5,629-64.9% | $4,348-54.5% |
| Admin fee / account holder | $970 | $1,743-44.3% | $15,914-93.9% | $1,944-50.1% |