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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 | $50,192 | $84,236-40.4% | $170,435-70.6% | $70,126-28.4% |
| Participation rate | 47.7% | 70.8%-23.1pp | 83.6%-35.9pp | 69.5%-21.8pp |
| Annual return | 13.41% | 23.06%-9.6pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $400 | $3,387-88.2% | $5,432-92.6% | $2,343-82.9% |
| Participant deferral / active EE | $1,601 | $3,086-48.1% | $4,939-67.6% | $3,332-51.9% |
| Admin fee / account holder | $15,175 | $5,698+166.3% | $13,881+9.3% | $4,645+226.7% |