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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 | $38,109 | $99,652-61.8% | $78,778-51.6% | $147,586-74.2% |
| Participation rate | 61.9% | 76.2%-14.3pp | 69.2%-7.3pp | 82.8%-20.9pp |
| Annual return | 20.69% | 47.28%-26.6pp | 35.62%-14.9pp | 578.59%-557.9pp |
| Employer contribution / active EE | $1,487 | $2,796-46.8% | $1,986-25.1% | $4,876-69.5% |
| Participant deferral / active EE | $2,231 | $3,664-39.1% | $2,958-24.6% | $5,439-59.0% |
| Admin fee / account holder | $12,307 | $7,155+72.0% | $5,134+139.7% | $10,886+13.1% |