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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 | $61,236 | $80,332-23.8% | $107,187-42.9% | $64,097-4.5% |
| Participation rate | 43.4% | 54.4%-11.1pp | 75.0%-31.7pp | 55.2%-11.8pp |
| Annual return | 13.59% | 24.26%-10.7pp | 204.55%-191.0pp | 34.64%-21.1pp |
| Employer contribution / active EE | $1,097 | $2,501-56.2% | $3,782-71.0% | $1,891-42.0% |
| Participant deferral / active EE | $1,712 | $3,109-44.9% | $5,096-66.4% | $3,080-44.4% |
| Admin fee / account holder | $18,234 | $4,314+322.6% | $9,162+99.0% | $3,454+427.8% |