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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 | $38,906 | $47,105-17.4% | $68,368-43.1% | $67,986-42.8% |
| Participation rate | 35.8% | 51.8%-16.0pp | 73.8%-37.9pp | 57.2%-21.4pp |
| Annual return | 12.96% | 48.37%-35.4pp | 292.57%-279.6pp | 31.67%-18.7pp |
| Employer contribution / active EE | $920 | $1,859-50.5% | $2,649-65.3% | $2,019-54.4% |
| Participant deferral / active EE | $1,124 | $2,374-52.6% | $4,123-72.7% | $3,358-66.5% |
| Admin fee / account holder | $18,008 | $2,435+639.6% | $5,150+249.7% | $3,203+462.2% |