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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 | $29,736 | $45,123-34.1% | $85,240-65.1% | $74,478-60.1% |
| Participation rate | 54.0% | 49.4%+4.7pp | 67.5%-13.5pp | 67.2%-13.2pp |
| Annual return | 13.71% | 26.32%-12.6pp | 66.75%-53.0pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $1,581 | $1,459+8.4% | $2,735-42.2% | $2,626-39.8% |
| Participant deferral / active EE | $2,489 | $2,736-9.0% | $4,527-45.0% | $4,350-42.8% |
| Admin fee / account holder | $6,152 | $2,215+177.8% | $6,165-0.2% | $1,946+216.2% |