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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 | $43,302 | $54,558-20.6% | $76,051-43.1% | $74,400-41.8% |
| Participation rate | 57.7% | 60.3%-2.6pp | 69.1%-11.4pp | 67.2%-9.5pp |
| Annual return | 12.80% | 31.83%-19.0pp | 360.42%-347.6pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $1,325 | $1,778-25.5% | $2,690-50.8% | $2,624-49.5% |
| Participant deferral / active EE | $3,539 | $3,065+15.5% | $4,257-16.9% | $4,348-18.6% |
| Admin fee / account holder | $11,038 | $2,232+394.5% | $6,416+72.0% | $1,944+467.9% |