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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 | $44,755 | $78,562-43.0% | $105,608-57.6% | $74,429-39.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 75.3%-25.3pp | 67.2%-17.2pp |
| Annual return | 16.54% | 15.94%+0.6pp | 116.50%-100.0pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $1,741 | $2,521-30.9% | $3,167-45.0% | $2,625-33.7% |
| Participant deferral / active EE | $2,111 | $4,321-51.1% | $5,010-57.9% | $4,348-51.4% |
| Admin fee / account holder | $4,471 | $2,217+101.7% | $11,028-59.5% | $1,944+130.0% |