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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 | $48,823 | $62,549-21.9% | $85,705-43.0% | $85,851-43.1% |
| Participation rate | 35.0% | 61.1%-26.1pp | 69.9%-34.9pp | 69.3%-34.3pp |
| Annual return | 23.15% | 23.77%-0.6pp | 21.49%+1.7pp | 318.63%-295.5pp |
| Employer contribution / active EE | $1,101 | $1,755-37.3% | $2,619-57.9% | $2,565-57.1% |
| Participant deferral / active EE | $1,574 | $2,802-43.8% | $3,924-59.9% | $3,952-60.2% |
| Admin fee / account holder | $23,787 | $4,644+412.2% | $6,877+245.9% | $6,261+279.9% |