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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 | $33,300 | $73,532-54.7% | $178,505-81.3% | $74,478-55.3% |
| Participation rate | 46.1% | 66.6%-20.5pp | 77.1%-31.0pp | 67.2%-21.1pp |
| Annual return | 15.68% | 17.49%-1.8pp | 27.16%-11.5pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $2,041 | $2,221-8.1% | $3,955-48.4% | $2,626-22.3% |
| Participant deferral / active EE | $3,847 | $4,519-14.9% | $6,280-38.7% | $4,350-11.6% |
| Admin fee / account holder | $3,426 | $1,813+89.0% | $10,428-67.1% | $1,946+76.1% |