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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 | $45,876 | $58,275-21.3% | $81,844-43.9% | $80,935-43.3% |
| Participation rate | 16.7% | 63.5%-46.8pp | 72.4%-55.7pp | 67.7%-51.0pp |
| Annual return | 15.40% | 41.82%-26.4pp | 778.87%-763.5pp | 35.66%-20.3pp |
| Employer contribution / active EE | $308 | $2,346-86.9% | $2,916-89.5% | $2,757-88.8% |
| Participant deferral / active EE | $2,004 | $3,285-39.0% | $4,323-53.6% | $4,299-53.4% |
| Admin fee / account holder | $2,922 | $4,749-38.5% | $7,355-60.3% | $6,924-57.8% |