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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 | $48,713 | $54,679-10.9% | $76,119-36.0% | $74,459-34.6% |
| Participation rate | 45.5% | 60.3%-14.9pp | 69.1%-23.6pp | 67.2%-21.8pp |
| Annual return | 14.60% | 31.90%-17.3pp | 361.25%-346.6pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $1,680 | $1,781-5.7% | $2,693-37.6% | $2,626-36.0% |
| Participant deferral / active EE | $2,832 | $3,072-7.8% | $4,259-33.5% | $4,350-34.9% |
| Admin fee / account holder | $9,283 | $2,238+314.8% | $6,421+44.6% | $1,945+377.3% |