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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 | $41,039 | $102,547-60.0% | $78,210-47.5% | $147,586-72.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 15.80% | 51.08%-35.3pp | 40.90%-25.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $100 | $2,617-96.2% | $2,034-95.1% | $4,876-98.0% |
| Participant deferral / active EE | $1,095 | $3,481-68.6% | $2,823-61.2% | $5,439-79.9% |
| Admin fee / account holder | $1,013 | $5,059-80.0% | $3,758-73.1% | $10,886-90.7% |