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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 | $41,183 | $55,437-25.7% | $155,534-73.5% | $74,459-44.7% |
| Participation rate | 31.6% | 61.9%-30.3pp | 78.2%-46.6pp | 67.2%-35.6pp |
| Annual return | 15.11% | 269.58%-254.5pp | 64.92%-49.8pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $3,912 | $2,266+72.7% | $4,675-16.3% | $2,626+49.0% |
| Participant deferral / active EE | $1,107 | $2,837-61.0% | $5,630-80.3% | $4,350-74.5% |
| Admin fee / account holder | $4,372 | $1,742+150.9% | $15,900-72.5% | $1,945+124.8% |