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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 | $44,585 | $80,705-44.8% | $115,768-61.5% | $67,986-34.4% |
| Participation rate | 34.5% | 63.0%-28.4pp | 74.4%-39.8pp | 57.2%-22.7pp |
| Annual return | 14.61% | 18.49%-3.9pp | 100.46%-85.9pp | 31.67%-17.1pp |
| Employer contribution / active EE | $1,187 | $2,046-42.0% | $2,940-59.6% | $2,019-41.2% |
| Participant deferral / active EE | $2,024 | $3,559-43.1% | $4,917-58.8% | $3,358-39.7% |
| Admin fee / account holder | $15,377 | $4,135+271.9% | $12,439+23.6% | $3,203+380.1% |