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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 | $24,576 | $72,177-65.9% | $115,038-78.6% | $59,633-58.8% |
| Participation rate | 46.7% | 72.6%-25.9pp | 81.4%-34.7pp | 68.7%-22.0pp |
| Annual return | 61.28% | 12.02%+49.3pp | 26.14%+35.1pp | 2041.45%-1980.2pp |
| Employer contribution / active EE | $1,018 | $2,841-64.2% | $4,608-77.9% | $2,203-53.8% |
| Participant deferral / active EE | $3,148 | $4,783-34.2% | $6,026-47.8% | $3,192-1.4% |
| Admin fee / account holder | $1,755 | $4,927-64.4% | $8,175-78.5% | $4,297-59.2% |