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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 | $60,476 | $83,369-27.5% | $105,223-42.5% | $67,986-11.0% |
| Participation rate | 48.9% | 56.3%-7.4pp | 75.0%-26.2pp | 57.2%-8.4pp |
| Annual return | 14.47% | 24.64%-10.2pp | 180.65%-166.2pp | 31.67%-17.2pp |
| Employer contribution / active EE | $1,108 | $2,541-56.4% | $3,689-70.0% | $2,019-45.1% |
| Participant deferral / active EE | $2,743 | $3,295-16.8% | $5,072-45.9% | $3,358-18.3% |
| Admin fee / account holder | $10,893 | $4,073+167.5% | $8,859+23.0% | $3,203+240.1% |