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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 | $44,708 | $93,345-52.1% | $119,126-62.5% | $87,485-48.9% |
| Participation rate | 46.3% | 68.7%-22.4pp | 75.8%-29.4pp | 68.9%-22.6pp |
| Annual return | 14.17% | 19.08%-4.9pp | 282.11%-267.9pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,533 | $3,172-51.7% | $4,034-62.0% | $2,596-41.0% |
| Participant deferral / active EE | $3,034 | $4,099-26.0% | $5,318-42.9% | $4,274-29.0% |
| Admin fee / account holder | $14,499 | $8,039+80.4% | $10,693+35.6% | $7,775+86.5% |