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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 | $37,330 | $51,184-27.1% | $66,439-43.8% | $86,983-57.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.5%-24.5pp | 69.5%-19.5pp |
| Annual return | 11.32% | 17.07%-5.7pp | 757.66%-746.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $1,804 | $2,023-10.8% | $2,637-31.6% | $2,584-30.2% |
| Participant deferral / active EE | $2,371 | $2,927-19.0% | $3,876-38.8% | $4,194-43.5% |
| Admin fee / account holder | $7,183 | $4,154+72.9% | $6,173+16.3% | $7,856-8.6% |