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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 | $34,893 | $60,261-42.1% | $81,783-57.3% | $74,546-53.2% |
| Participation rate | 28.2% | 62.9%-34.7pp | 72.4%-44.2pp | 67.2%-39.1pp |
| Annual return | 12.07% | 16.88%-4.8pp | 775.05%-763.0pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $951 | $2,622-63.7% | $2,913-67.4% | $2,624-63.8% |
| Participant deferral / active EE | $2,792 | $3,388-17.6% | $4,320-35.4% | $4,347-35.8% |
| Admin fee / account holder | $2,945 | $1,482+98.6% | $7,380-60.1% | $1,944+51.5% |