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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 | $83,369-51.8% | $105,223-61.8% | $67,986-40.9% |
| Participation rate | 37.7% | 56.3%-18.6pp | 75.0%-37.3pp | 57.2%-19.5pp |
| Annual return | 16.83% | 24.64%-7.8pp | 180.65%-163.8pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,454 | $2,541-42.8% | $3,689-60.6% | $2,019-28.0% |
| Participant deferral / active EE | $2,568 | $3,295-22.1% | $5,072-49.4% | $3,358-23.5% |
| Admin fee / account holder | $10,885 | $4,073+167.3% | $8,859+22.9% | $3,203+239.8% |