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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 | $29,489 | $51,184-42.4% | $66,439-55.6% | $86,983-66.1% |
| Participation rate | 45.6% | 68.5%-22.9pp | 74.5%-28.9pp | 69.5%-23.9pp |
| Annual return | 25.59% | 17.07%+8.5pp | 757.66%-732.1pp | 25.83%-0.2pp |
| Employer contribution / active EE | $1,534 | $2,023-24.2% | $2,637-41.8% | $2,584-40.6% |
| Participant deferral / active EE | $3,306 | $2,927+12.9% | $3,876-14.7% | $4,194-21.2% |
| Admin fee / account holder | $1,236 | $4,154-70.2% | $6,173-80.0% | $7,856-84.3% |