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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 | $50,550 | $62,393-19.0% | $120,580-58.1% | $74,478-32.1% |
| Participation rate | 22.2% | 56.8%-34.6pp | 72.0%-49.8pp | 67.2%-45.1pp |
| Annual return | 26.10% | 18.61%+7.5pp | 107.48%-81.4pp | 1370.56%-1344.5pp |
| Employer contribution / active EE | $666 | $1,845-63.9% | $3,469-80.8% | $2,626-74.6% |
| Participant deferral / active EE | $1,241 | $2,886-57.0% | $4,995-75.2% | $4,350-71.5% |
| Admin fee / account holder | $4,102 | $2,396+71.2% | $9,418-56.4% | $1,946+110.8% |