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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 | $64,092 | $101,063-36.6% | $81,473-21.3% | $147,586-56.6% |
| Participation rate | 62.5% | 74.5%-12.0pp | 68.0%-5.5pp | 82.8%-20.3pp |
| Annual return | 11.99% | 32.41%-20.4pp | 38.78%-26.8pp | 578.59%-566.6pp |
| Employer contribution / active EE | $1,094 | $3,206-65.9% | $2,568-57.4% | $4,876-77.6% |
| Participant deferral / active EE | $3,209 | $4,242-24.4% | $3,537-9.3% | $5,439-41.0% |
| Admin fee / account holder | $58,643 | $5,812+908.9% | $4,561+1185.7% | $10,886+438.7% |