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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 | $44,186 | $152,460-71.0% | $118,746-62.8% | $147,585-70.1% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.3%-22.7pp | 82.8%-27.3pp |
| Annual return | 13.28% | 17.41%-4.1pp | 24.54%-11.3pp | 578.58%-565.3pp |
| Employer contribution / active EE | $1,873 | $5,046-62.9% | $4,193-55.3% | $4,876-61.6% |
| Participant deferral / active EE | $3,585 | $6,212-42.3% | $5,332-32.8% | $5,439-34.1% |
| Admin fee / account holder | $1,724 | $16,953-89.8% | $10,720-83.9% | $10,886-84.2% |