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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 | $64,242 | $83,369-22.9% | $105,223-38.9% | $67,986-5.5% |
| Participation rate | 45.6% | 56.3%-10.7pp | 75.0%-29.4pp | 57.2%-11.6pp |
| Annual return | 15.80% | 24.64%-8.8pp | 180.65%-164.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,480 | $2,541-41.7% | $3,689-59.9% | $2,019-26.7% |
| Participant deferral / active EE | $2,344 | $3,295-28.9% | $5,072-53.8% | $3,358-30.2% |
| Admin fee / account holder | $16,905 | $4,073+315.1% | $8,859+90.8% | $3,203+427.8% |