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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 | $30,001 | $70,666-57.5% | $169,385-82.3% | $75,181-60.1% |
| Participation rate | 48.3% | 64.8%-16.5pp | 77.2%-28.9pp | 67.2%-18.9pp |
| Annual return | 22.28% | 36.37%-14.1pp | 405.82%-383.5pp | 160.69%-138.4pp |
| Employer contribution / active EE | $1,742 | $2,210-21.2% | $4,012-56.6% | $2,671-34.8% |
| Participant deferral / active EE | $2,969 | $4,308-31.1% | $6,221-52.3% | $4,126-28.0% |
| Admin fee / account holder | $7,398 | $5,402+36.9% | $9,011-17.9% | $5,650+30.9% |