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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 | $44,995 | $101,069-55.5% | $81,478-44.8% | $147,585-69.5% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 24.52% | 32.40%-7.9pp | 38.78%-14.3pp | 578.56%-554.0pp |
| Employer contribution / active EE | $1,612 | $3,205-49.7% | $2,568-37.2% | $4,876-67.0% |
| Participant deferral / active EE | $2,300 | $4,242-45.8% | $3,537-35.0% | $5,439-57.7% |
| Admin fee / account holder | $9,990 | $5,812+71.9% | $4,561+119.0% | $10,885-8.2% |