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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 | $45,864 | $59,456-22.9% | $93,681-51.0% | $74,400-38.4% |
| Participation rate | 35.2% | 59.6%-24.5pp | 68.7%-33.6pp | 67.2%-32.1pp |
| Annual return | 23.32% | 82.00%-58.7pp | 133.47%-110.1pp | 1367.51%-1344.2pp |
| Employer contribution / active EE | $915 | $1,266-27.7% | $2,422-62.2% | $2,624-65.1% |
| Participant deferral / active EE | $1,960 | $3,052-35.8% | $4,415-55.6% | $4,348-54.9% |
| Admin fee / account holder | $2,743 | $3,026-9.4% | $8,290-66.9% | $1,944+41.1% |