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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 | $57,148 | $54,717+4.4% | $86,209-33.7% | $71,495-20.1% |
| Participation rate | 36.9% | 60.1%-23.2pp | 69.0%-32.1pp | 67.9%-31.0pp |
| Annual return | 16.49% | 20.07%-3.6pp | 1169.05%-1152.6pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,070 | $1,267-15.6% | $2,381-55.1% | $2,589-58.7% |
| Participant deferral / active EE | $2,323 | $3,110-25.3% | $3,986-41.7% | $4,291-45.9% |
| Admin fee / account holder | $4,436 | $1,922+130.8% | $6,853-35.3% | $1,588+179.4% |