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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 | $52,507-14.7% | $129,406-65.4% | $74,478-39.9% |
| Participation rate | 36.1% | 53.9%-17.9pp | 69.6%-33.6pp | 67.2%-31.2pp |
| Annual return | 12.87% | 15.64%-2.8pp | 9468.18%-9455.3pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $958 | $1,534-37.5% | $4,155-76.9% | $2,626-63.5% |
| Participant deferral / active EE | $2,055 | $2,801-26.6% | $4,167-50.7% | $4,350-52.8% |
| Admin fee / account holder | $4,706 | $2,639+78.3% | $7,689-38.8% | $1,946+141.8% |