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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 | $37,392 | $54,690-31.6% | $76,030-50.8% | $74,478-49.8% |
| Participation rate | 29.6% | 60.3%-30.8pp | 69.1%-39.5pp | 67.2%-37.7pp |
| Annual return | 13.30% | 31.92%-18.6pp | 361.54%-348.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $678 | $1,781-61.9% | $2,688-74.8% | $2,626-74.2% |
| Participant deferral / active EE | $1,273 | $3,070-58.5% | $4,257-70.1% | $4,350-70.7% |
| Admin fee / account holder | $2,456 | $2,240+9.7% | $6,421-61.7% | $1,946+26.2% |