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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 | $57,017 | $73,459-22.4% | $178,528-68.1% | $74,429-23.4% |
| Participation rate | 39.6% | 66.5%-26.9pp | 77.1%-37.5pp | 67.2%-27.6pp |
| Annual return | 13.41% | 17.50%-4.1pp | 27.11%-13.7pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $2,139 | $2,219-3.6% | $3,950-45.8% | $2,625-18.5% |
| Participant deferral / active EE | $3,680 | $4,515-18.5% | $6,278-41.4% | $4,348-15.4% |
| Admin fee / account holder | $4,532 | $1,812+150.1% | $10,419-56.5% | $1,944+133.1% |