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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 | $58,862 | $95,383-38.3% | $185,837-68.3% | $85,856-31.4% |
| Participation rate | 47.2% | 68.8%-21.6pp | 81.7%-34.5pp | 69.3%-22.1pp |
| Annual return | 13.14% | 23.59%-10.4pp | 122.08%-108.9pp | 318.58%-305.4pp |
| Employer contribution / active EE | $1,180 | $3,313-64.4% | $5,168-77.2% | $2,565-54.0% |
| Participant deferral / active EE | $1,706 | $3,423-50.2% | $5,568-69.4% | $3,952-56.8% |
| Admin fee / account holder | $14,171 | $7,213+96.5% | $16,241-12.7% | $6,261+126.4% |