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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 | $42,772 | $55,437-22.8% | $155,534-72.5% | $74,459-42.6% |
| Participation rate | 23.9% | 61.9%-38.0pp | 78.2%-54.4pp | 67.2%-43.4pp |
| Annual return | 12.80% | 269.58%-256.8pp | 64.92%-52.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $436 | $2,266-80.8% | $4,675-90.7% | $2,626-83.4% |
| Participant deferral / active EE | $1,758 | $2,837-38.0% | $5,630-68.8% | $4,350-59.6% |
| Admin fee / account holder | $6,163 | $1,742+253.7% | $15,900-61.2% | $1,945+216.9% |