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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 | $53,390 | $79,223-32.6% | $102,460-47.9% | $74,478-28.3% |
| Participation rate | 41.7% | 74.8%-33.0pp | 76.5%-34.8pp | 67.2%-25.5pp |
| Annual return | 13.23% | 54.98%-41.7pp | 29.47%-16.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,426 | $2,363-39.7% | $3,025-52.9% | $2,626-45.7% |
| Participant deferral / active EE | $2,349 | $4,417-46.8% | $5,056-53.5% | $4,350-46.0% |
| Admin fee / account holder | $14,563 | $2,003+627.0% | $9,460+53.9% | $1,946+648.4% |