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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 | $54,440 | $98,240-44.6% | $82,312-33.9% | $147,586-63.1% |
| Participation rate | 41.7% | 79.7%-38.1pp | 76.9%-35.2pp | 82.8%-41.2pp |
| Annual return | 15.17% | 30.85%-15.7pp | 25.88%-10.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,019 | $3,192-68.1% | $2,428-58.0% | $4,876-79.1% |
| Participant deferral / active EE | $3,420 | $4,383-22.0% | $3,706-7.7% | $5,439-37.1% |
| Admin fee / account holder | $14,067 | $8,563+64.3% | $5,608+150.8% | $10,886+29.2% |