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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 | $38,713 | $79,184-51.1% | $102,438-62.2% | $74,546-48.1% |
| Participation rate | 47.8% | 74.8%-26.9pp | 76.5%-28.6pp | 67.2%-19.4pp |
| Annual return | 18.36% | 54.95%-36.6pp | 29.37%-11.0pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $1,641 | $2,362-30.5% | $3,024-45.7% | $2,624-37.5% |
| Participant deferral / active EE | $2,682 | $4,414-39.2% | $5,054-46.9% | $4,347-38.3% |
| Admin fee / account holder | $5,430 | $2,001+171.4% | $9,448-42.5% | $1,944+179.4% |