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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 | $47,755 | $45,126+5.8% | $85,187-43.9% | $74,459-35.9% |
| Participation rate | 33.3% | 49.4%-16.0pp | 67.5%-34.2pp | 67.2%-33.9pp |
| Annual return | 19.52% | 26.30%-6.8pp | 66.67%-47.1pp | 1369.70%-1350.2pp |
| Employer contribution / active EE | $1,042 | $1,460-28.6% | $2,732-61.9% | $2,626-60.3% |
| Participant deferral / active EE | $2,231 | $2,738-18.5% | $4,525-50.7% | $4,350-48.7% |
| Admin fee / account holder | $7,795 | $2,212+252.4% | $6,162+26.5% | $1,945+300.8% |