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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 | $44,779 | $52,450-14.6% | $129,397-65.4% | $74,429-39.8% |
| Participation rate | 36.1% | 53.8%-17.8pp | 69.6%-33.6pp | 67.2%-31.2pp |
| Annual return | 12.87% | 15.65%-2.8pp | 9453.98%-9441.1pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $958 | $1,532-37.4% | $4,154-76.9% | $2,625-63.5% |
| Participant deferral / active EE | $2,055 | $2,797-26.5% | $4,167-50.7% | $4,348-52.7% |
| Admin fee / account holder | $4,706 | $2,636+78.5% | $7,679-38.7% | $1,944+142.0% |