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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 | $38,462 | $55,446-30.6% | $155,574-75.3% | $74,429-48.3% |
| Participation rate | 28.3% | 61.9%-33.6pp | 78.2%-49.9pp | 67.2%-38.9pp |
| Annual return | 11.52% | 269.20%-257.7pp | 64.87%-53.3pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $405 | $2,266-82.1% | $4,676-91.3% | $2,625-84.6% |
| Participant deferral / active EE | $1,107 | $2,836-61.0% | $5,629-80.3% | $4,348-74.6% |
| Admin fee / account holder | $2,793 | $1,743+60.3% | $15,914-82.4% | $1,944+43.7% |