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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 | $23,021 | $183,516-87.5% | $155,534-85.2% | $145,884-84.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 24.88% | 61.43%-36.5pp | 64.92%-40.0pp | 551.85%-527.0pp |
| Employer contribution / active EE | $1,573 | $5,315-70.4% | $4,675-66.4% | $4,662-66.3% |
| Participant deferral / active EE | $5,862 | $6,467-9.3% | $5,630+4.1% | $6,690-12.4% |
| Admin fee / account holder | $460,862 | $19,293+2288.7% | $15,900+2798.5% | $13,392+3341.4% |