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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 | $61,030 | $83,369-26.8% | $105,223-42.0% | $67,986-10.2% |
| Participation rate | 49.5% | 56.3%-6.8pp | 75.0%-25.5pp | 57.2%-7.7pp |
| Annual return | 15.21% | 24.64%-9.4pp | 180.65%-165.4pp | 31.67%-16.5pp |
| Employer contribution / active EE | $1,830 | $2,541-28.0% | $3,689-50.4% | $2,019-9.3% |
| Participant deferral / active EE | $3,300 | $3,295+0.1% | $5,072-34.9% | $3,358-1.7% |
| Admin fee / account holder | $13,621 | $4,073+234.4% | $8,859+53.8% | $3,203+325.2% |