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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 | $62,844 | $98,776-36.4% | $149,745-58.0% | $79,856-21.3% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.5%-40.8pp | 69.6%-28.0pp |
| Annual return | 19.63% | 27.38%-7.7pp | 276.72%-257.1pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,348 | $3,217-58.1% | $4,646-71.0% | $2,471-45.5% |
| Participant deferral / active EE | $4,000 | $5,681-29.6% | $6,843-41.5% | $3,741+6.9% |
| Admin fee / account holder | $10,723 | $6,053+77.2% | $9,312+15.2% | $5,306+102.1% |