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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 | $36,688 | $111,814-67.2% | $103,378-64.5% | $145,978-74.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 54.63% | 24.80%+29.8pp | 24.91%+29.7pp | 550.52%-495.9pp |
| Employer contribution / active EE | $2,136 | $4,215-49.3% | $3,870-44.8% | $4,662-54.2% |
| Participant deferral / active EE | $4,155 | $5,618-26.0% | $5,058-17.8% | $6,690-37.9% |
| Admin fee / account holder | $17,198 | $9,764+76.1% | $8,401+104.7% | $13,400+28.3% |