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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 | $42,353 | $89,370-52.6% | $141,197-70.0% | $72,976-42.0% |
| Participation rate | 56.5% | 75.1%-18.6pp | 82.5%-26.0pp | 69.5%-13.0pp |
| Annual return | 26.61% | 111.88%-85.3pp | 71.41%-44.8pp | 81.02%-54.4pp |
| Employer contribution / active EE | $1,394 | $3,115-55.2% | $4,736-70.6% | $2,440-42.9% |
| Participant deferral / active EE | $3,063 | $5,419-43.5% | $6,710-54.4% | $3,608-15.1% |
| Admin fee / account holder | $10,674 | $5,957+79.2% | $10,265+4.0% | $5,124+108.3% |