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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 | $50,210 | $85,171-41.0% | $172,753-70.9% | $72,976-31.2% |
| Participation rate | 24.2% | 70.1%-45.9pp | 82.6%-58.5pp | 69.5%-45.3pp |
| Annual return | 18.49% | 27.32%-8.8pp | 803.00%-784.5pp | 81.02%-62.5pp |
| Employer contribution / active EE | $1,413 | $3,324-57.5% | $5,144-72.5% | $2,440-42.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,866 | $5,880-51.3% | $13,956-79.5% | $5,124-44.1% |