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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 | $46,355 | $47,479-2.4% | $62,929-26.3% | $82,448-43.8% |
| Participation rate | 31.3% | 66.9%-35.6pp | 73.1%-41.9pp | 68.1%-36.8pp |
| Annual return | 14.82% | 20.34%-5.5pp | 1063.93%-1049.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $385 | $1,885-79.6% | $2,505-84.6% | $2,551-84.9% |
| Participant deferral / active EE | $1,709 | $2,870-40.5% | $3,888-56.0% | $4,139-58.7% |
| Admin fee / account holder | $13,736 | $3,804+261.1% | $5,065+171.2% | $7,234+89.9% |