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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 | $38,674 | $90,509-57.3% | $78,693-50.9% | $273,968-85.9% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 15.35% | 75.61%-60.3pp | 62.18%-46.8pp | 41.45%-26.1pp |
| Employer contribution / active EE | $1,199 | $3,175-62.2% | $2,850-57.9% | $4,869-75.4% |
| Participant deferral / active EE | $1,199 | $3,901-69.3% | $3,517-65.9% | $5,287-77.3% |
| Admin fee / account holder | $26,216 | $5,264+398.0% | $4,511+481.2% | $10,132+158.7% |