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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 | $60,454-42.3% | $81,844-57.4% | $74,459-53.1% |
| Participation rate | 28.2% | 63.0%-34.8pp | 72.4%-44.2pp | 67.2%-39.1pp |
| Annual return | 12.07% | 16.87%-4.8pp | 778.87%-766.8pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $951 | $2,630-63.8% | $2,916-67.4% | $2,626-63.8% |
| Participant deferral / active EE | $2,792 | $3,398-17.8% | $4,323-35.4% | $4,350-35.8% |
| Admin fee / account holder | $2,945 | $1,490+97.6% | $7,355-60.0% | $1,945+51.4% |