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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 | $40,163 | $80,674-50.2% | $119,126-66.3% | $64,340-37.6% |
| Participation rate | 37.7% | 55.2%-17.5pp | 75.8%-38.1pp | 55.2%-17.5pp |
| Annual return | 16.83% | 26.86%-10.0pp | 282.11%-265.3pp | 24.14%-7.3pp |
| Employer contribution / active EE | $1,454 | $2,564-43.3% | $4,034-64.0% | $1,862-21.9% |
| Participant deferral / active EE | $2,568 | $3,053-15.9% | $5,318-51.7% | $2,980-13.8% |
| Admin fee / account holder | $10,885 | $4,559+138.8% | $10,693+1.8% | $3,703+194.0% |