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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 | $54,732 | $70,666-22.5% | $169,385-67.7% | $75,181-27.2% |
| Participation rate | 38.9% | 64.8%-25.9pp | 77.2%-38.3pp | 67.2%-28.3pp |
| Annual return | 16.58% | 36.37%-19.8pp | 405.82%-389.2pp | 160.69%-144.1pp |
| Employer contribution / active EE | $1,196 | $2,210-45.9% | $4,012-70.2% | $2,671-55.2% |
| Participant deferral / active EE | $3,799 | $4,308-11.8% | $6,221-38.9% | $4,126-7.9% |
| Admin fee / account holder | $14,847 | $5,402+174.8% | $9,011+64.8% | $5,650+162.8% |