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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 | $105,284-57.5% | $150,734-70.3% | $94,015-52.4% |
| Participation rate | 46.3% | 71.7%-25.4pp | 78.4%-32.1pp | 70.8%-24.5pp |
| Annual return | 14.17% | 15.67%-1.5pp | 600.81%-586.6pp | 17.84%-3.7pp |
| Employer contribution / active EE | $1,533 | $3,599-57.4% | $4,918-68.8% | $2,790-45.1% |
| Participant deferral / active EE | $3,034 | $4,274-29.0% | $5,610-45.9% | $4,249-28.6% |
| Admin fee / account holder | $14,499 | $9,839+47.4% | $14,905-2.7% | $8,951+62.0% |