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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 | $72,667 | $134,817-46.1% | $123,973-41.4% | $155,188-53.2% |
| Participation rate | 47.8% | 79.4%-31.6pp | 76.7%-28.8pp | 80.8%-33.0pp |
| Annual return | 13.53% | 515.49%-502.0pp | 388.13%-374.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,199 | $4,425-72.9% | $4,126-70.9% | $4,248-71.8% |
| Participant deferral / active EE | $3,427 | $5,706-39.9% | $5,247-34.7% | $6,531-47.5% |
| Admin fee / account holder | $46,167 | $13,245+248.6% | $11,799+291.3% | $14,480+218.8% |