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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 | $42,429 | $73,459-42.2% | $178,528-76.2% | $74,429-43.0% |
| Participation rate | 49.6% | 66.5%-16.9pp | 77.1%-27.5pp | 67.2%-17.6pp |
| Annual return | 24.52% | 17.50%+7.0pp | 27.11%-2.6pp | 1368.38%-1343.9pp |
| Employer contribution / active EE | $1,592 | $2,219-28.3% | $3,950-59.7% | $2,625-39.4% |
| Participant deferral / active EE | $2,613 | $4,515-42.1% | $6,278-58.4% | $4,348-39.9% |
| Admin fee / account holder | $2,701 | $1,812+49.0% | $10,419-74.1% | $1,944+38.9% |