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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 | $32,431 | $45,119-28.1% | $85,126-61.9% | $74,429-56.4% |
| Participation rate | 62.5% | 49.4%+13.1pp | 67.5%-5.0pp | 67.2%-4.7pp |
| Annual return | 11.23% | 26.28%-15.0pp | 66.63%-55.4pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $535 | $1,460-63.4% | $2,731-80.4% | $2,625-79.6% |
| Participant deferral / active EE | $2,904 | $2,738+6.1% | $4,523-35.8% | $4,348-33.2% |
| Admin fee / account holder | $8,272 | $2,214+273.6% | $6,160+34.3% | $1,944+325.5% |