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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 | $47,961 | $79,209-39.4% | $102,434-53.2% | $74,459-35.6% |
| Participation rate | 58.0% | 74.8%-16.8pp | 76.5%-18.5pp | 67.2%-9.2pp |
| Annual return | 11.30% | 54.98%-43.7pp | 29.46%-18.2pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $1,761 | $2,362-25.5% | $3,023-41.8% | $2,626-33.0% |
| Participant deferral / active EE | $3,082 | $4,417-30.2% | $5,055-39.0% | $4,350-29.2% |
| Admin fee / account holder | $3,574 | $2,002+78.6% | $9,462-62.2% | $1,945+83.8% |