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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 | $30,506 | $54,717-44.2% | $86,209-64.6% | $71,495-57.3% |
| Participation rate | 51.4% | 60.1%-8.7pp | 69.0%-17.5pp | 67.9%-16.5pp |
| Annual return | 16.70% | 20.07%-3.4pp | 1169.05%-1152.4pp | 28.85%-12.1pp |
| Employer contribution / active EE | $847 | $1,267-33.1% | $2,381-64.4% | $2,589-67.3% |
| Participant deferral / active EE | $1,572 | $3,110-49.5% | $3,986-60.6% | $4,291-63.4% |
| Admin fee / account holder | $4,833 | $1,922+151.4% | $6,853-29.5% | $1,588+204.4% |