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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 | $44,706 | $51,642-13.4% | $129,384-65.4% | $80,935-44.8% |
| Participation rate | 35.5% | 56.9%-21.4pp | 69.6%-34.2pp | 67.7%-32.2pp |
| Annual return | 13.90% | 20.78%-6.9pp | 9461.77%-9447.9pp | 35.66%-21.8pp |
| Employer contribution / active EE | $822 | $1,583-48.1% | $4,153-80.2% | $2,757-70.2% |
| Participant deferral / active EE | $1,656 | $2,670-38.0% | $4,166-60.2% | $4,299-61.5% |
| Admin fee / account holder | $6,206 | $4,312+44.0% | $7,686-19.2% | $6,924-10.4% |