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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 | $79,209-33.0% | $102,434-48.2% | $74,459-28.7% |
| Participation rate | 49.0% | 74.8%-25.8pp | 76.5%-27.5pp | 67.2%-18.3pp |
| Annual return | 12.92% | 54.98%-42.1pp | 29.46%-16.5pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,367 | $2,362-42.2% | $3,023-54.8% | $2,626-48.0% |
| Participant deferral / active EE | $2,540 | $4,417-42.5% | $5,055-49.8% | $4,350-41.6% |
| Admin fee / account holder | $6,576 | $2,002+228.5% | $9,462-30.5% | $1,945+238.1% |