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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 | $45,043+6.0% | $85,063-43.9% | $74,400-35.8% |
| Participation rate | 33.3% | 49.4%-16.0pp | 67.5%-34.2pp | 67.2%-33.9pp |
| Annual return | 19.52% | 26.26%-6.7pp | 66.54%-47.0pp | 1367.51%-1348.0pp |
| Employer contribution / active EE | $1,042 | $1,458-28.5% | $2,727-61.8% | $2,624-60.3% |
| Participant deferral / active EE | $2,231 | $2,733-18.4% | $4,523-50.7% | $4,348-48.7% |
| Admin fee / account holder | $7,795 | $2,210+252.7% | $6,155+26.6% | $1,944+301.0% |