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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 | $48,905 | $60,504-19.2% | $81,882-40.3% | $74,478-34.3% |
| Participation rate | 32.1% | 62.9%-30.8pp | 72.4%-40.2pp | 67.2%-35.1pp |
| Annual return | 13.44% | 16.91%-3.5pp | 779.47%-766.0pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $850 | $2,627-67.7% | $2,916-70.9% | $2,626-67.6% |
| Participant deferral / active EE | $1,196 | $3,400-64.8% | $4,323-72.3% | $4,350-72.5% |
| Admin fee / account holder | $1,071 | $1,492-28.2% | $7,360-85.4% | $1,946-44.9% |