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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 | $34,792 | $56,063-37.9% | $76,051-54.3% | $80,911-57.0% |
| Participation rate | 53.8% | 62.0%-8.2pp | 69.1%-15.2pp | 67.6%-13.8pp |
| Annual return | 19.19% | 20.54%-1.4pp | 360.42%-341.2pp | 35.63%-16.4pp |
| Employer contribution / active EE | $1,042 | $1,874-44.4% | $2,690-61.2% | $2,756-62.2% |
| Participant deferral / active EE | $4,285 | $3,052+40.4% | $4,257+0.7% | $4,297-0.3% |
| Admin fee / account holder | $14,422 | $5,240+175.2% | $6,416+124.8% | $6,935+108.0% |