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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 | $55,470-30.7% | $155,556-75.3% | $74,478-48.4% |
| Participation rate | 28.3% | 61.9%-33.6pp | 78.2%-49.9pp | 67.2%-38.9pp |
| Annual return | 11.52% | 269.80%-258.3pp | 64.84%-53.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $405 | $2,267-82.1% | $4,675-91.3% | $2,626-84.6% |
| Participant deferral / active EE | $1,107 | $2,838-61.0% | $5,631-80.3% | $4,350-74.6% |
| Admin fee / account holder | $2,793 | $1,744+60.1% | $15,885-82.4% | $1,946+43.6% |