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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 | $41,849 | $102,632-59.2% | $81,988-49.0% | $158,950-73.7% |
| Participation rate | 60.9% | 75.5%-14.7pp | 69.3%-8.4pp | 82.0%-21.1pp |
| Annual return | 19.38% | 61.05%-41.7pp | 41.31%-21.9pp | 302.91%-283.5pp |
| Employer contribution / active EE | $1,703 | $3,241-47.4% | $2,498-31.8% | $4,762-64.2% |
| Participant deferral / active EE | $3,282 | $4,649-29.4% | $3,722-11.8% | $5,983-45.1% |
| Admin fee / account holder | $11,339 | $8,237+37.7% | $5,665+100.2% | $11,248+0.8% |