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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 | $79,181-32.6% | $102,423-47.9% | $74,429-28.3% |
| Participation rate | 41.7% | 74.8%-33.0pp | 76.5%-34.8pp | 67.2%-25.5pp |
| Annual return | 13.23% | 54.97%-41.7pp | 29.42%-16.2pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $1,426 | $2,362-39.6% | $3,023-52.8% | $2,625-45.7% |
| Participant deferral / active EE | $2,349 | $4,416-46.8% | $5,054-53.5% | $4,348-46.0% |
| Admin fee / account holder | $14,563 | $2,002+627.5% | $9,455+54.0% | $1,944+649.0% |