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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 | $45,900-15.2% | $94,057-58.6% | $64,340-39.5% |
| Participation rate | 35.8% | 50.6%-14.8pp | 73.3%-37.5pp | 55.2%-19.4pp |
| Annual return | 12.96% | 50.47%-37.5pp | 480.62%-467.7pp | 24.14%-11.2pp |
| Employer contribution / active EE | $920 | $1,612-42.9% | $2,933-68.6% | $1,862-50.6% |
| Participant deferral / active EE | $1,124 | $2,102-46.5% | $4,709-76.1% | $2,980-62.3% |
| Admin fee / account holder | $18,008 | $3,143+472.9% | $7,244+148.6% | $3,703+386.4% |