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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 | $84,886 | $165,939-48.8% | $122,354-30.6% | $147,585-42.5% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 15.15% | 34.56%-19.4pp | 30.28%-15.1pp | 578.58%-563.4pp |
| Employer contribution / active EE | $1,703 | $5,754-70.4% | $4,051-58.0% | $4,876-65.1% |
| Participant deferral / active EE | $3,814 | $4,005-4.8% | $3,287+16.0% | $5,439-29.9% |
| Admin fee / account holder | $16,255 | $7,425+118.9% | $5,479+196.7% | $10,886+49.3% |