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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 | $24,593 | $55,930-56.0% | $76,089-67.7% | $80,925-69.6% |
| Participation rate | 44.4% | 62.1%-17.6pp | 69.1%-24.6pp | 67.7%-23.2pp |
| Annual return | 17.15% | 20.58%-3.4pp | 360.94%-343.8pp | 35.65%-18.5pp |
| Employer contribution / active EE | $1,218 | $1,866-34.8% | $2,690-54.7% | $2,756-55.8% |
| Participant deferral / active EE | $2,771 | $3,051-9.2% | $4,259-34.9% | $4,299-35.5% |
| Admin fee / account holder | $10,952 | $5,241+109.0% | $6,418+70.7% | $6,940+57.8% |