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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 | $36,385 | $69,248-47.5% | $64,101-43.2% | $139,466-73.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 17.82% | 45.95%-28.1pp | 33.72%-15.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,255 | $3,185-60.6% | $2,749-54.4% | $4,754-73.6% |
| Participant deferral / active EE | $2,114 | $4,682-54.9% | $3,881-45.5% | $6,712-68.5% |
| Admin fee / account holder | $6,141 | $4,247+44.6% | $3,070+100.0% | $11,409-46.2% |