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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 | $40,208 | $51,184-21.4% | $66,439-39.5% | $86,983-53.8% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.5%-24.5pp | 69.5%-19.5pp |
| Annual return | 14.53% | 17.07%-2.5pp | 757.66%-743.1pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,251 | $2,023-38.2% | $2,637-52.6% | $2,584-51.6% |
| Participant deferral / active EE | $2,579 | $2,927-11.9% | $3,876-33.5% | $4,194-38.5% |
| Admin fee / account holder | $574 | $4,154-86.2% | $6,173-90.7% | $7,856-92.7% |