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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 | $53,086 | $79,189-33.0% | $102,457-48.2% | $74,400-28.6% |
| Participation rate | 49.0% | 74.8%-25.8pp | 76.5%-27.5pp | 67.2%-18.2pp |
| Annual return | 12.92% | 54.98%-42.1pp | 29.41%-16.5pp | 1367.51%-1354.6pp |
| Employer contribution / active EE | $1,367 | $2,362-42.1% | $3,022-54.8% | $2,624-47.9% |
| Participant deferral / active EE | $2,540 | $4,415-42.5% | $5,054-49.7% | $4,348-41.6% |
| Admin fee / account holder | $6,576 | $2,002+228.4% | $9,451-30.4% | $1,944+238.3% |