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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 | $65,409 | $79,181-17.4% | $102,423-36.1% | $74,429-12.1% |
| Participation rate | 47.8% | 74.8%-27.0pp | 76.5%-28.7pp | 67.2%-19.4pp |
| Annual return | 12.88% | 54.97%-42.1pp | 29.42%-16.5pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $1,547 | $2,362-34.5% | $3,023-48.8% | $2,625-41.1% |
| Participant deferral / active EE | $3,501 | $4,416-20.7% | $5,054-30.7% | $4,348-19.5% |
| Admin fee / account holder | $7,787 | $2,002+289.0% | $9,455-17.6% | $1,944+300.5% |