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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 | $60,887 | $86,298-29.4% | $111,308-45.3% | $85,847-29.1% |
| Participation rate | 41.9% | 73.3%-31.5pp | 77.3%-35.5pp | 69.3%-27.5pp |
| Annual return | 14.66% | 19.99%-5.3pp | 54.67%-40.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,033 | $2,044-49.4% | $2,732-62.2% | $2,565-59.7% |
| Participant deferral / active EE | $2,311 | $3,641-36.5% | $4,487-48.5% | $3,952-41.5% |
| Admin fee / account holder | $12,103 | $8,189+47.8% | $7,965+51.9% | $6,261+93.3% |