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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 | $37,182 | $78,562-52.7% | $105,608-64.8% | $74,429-50.0% |
| Participation rate | 61.0% | 72.8%-11.8pp | 75.3%-14.3pp | 67.2%-6.3pp |
| Annual return | 18.17% | 15.94%+2.2pp | 116.50%-98.3pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $2,755 | $2,521+9.3% | $3,167-13.0% | $2,625+4.9% |
| Participant deferral / active EE | $5,336 | $4,321+23.5% | $5,010+6.5% | $4,348+22.7% |
| Admin fee / account holder | $12,497 | $2,217+463.7% | $11,028+13.3% | $1,944+542.7% |