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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 | $54,751 | $105,284-48.0% | $150,734-63.7% | $94,015-41.8% |
| Participation rate | 45.8% | 71.7%-25.9pp | 78.4%-32.6pp | 70.8%-25.0pp |
| Annual return | 10.94% | 15.67%-4.7pp | 600.81%-589.9pp | 17.84%-6.9pp |
| Employer contribution / active EE | $1,644 | $3,599-54.3% | $4,918-66.6% | $2,790-41.1% |
| Participant deferral / active EE | $3,050 | $4,274-28.6% | $5,610-45.6% | $4,249-28.2% |
| Admin fee / account holder | $35,061 | $9,839+256.4% | $14,905+135.2% | $8,951+291.7% |