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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 | $41,795 | $88,186-52.6% | $165,071-74.7% | $74,459-43.9% |
| Participation rate | 61.2% | 73.1%-11.9pp | 78.6%-17.4pp | 67.2%-6.0pp |
| Annual return | 15.73% | 17.13%-1.4pp | 70.17%-54.4pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $1,739 | $2,600-33.1% | $4,347-60.0% | $2,626-33.8% |
| Participant deferral / active EE | $3,284 | $4,505-27.1% | $6,035-45.6% | $4,350-24.5% |
| Admin fee / account holder | $3,800 | $2,234+70.1% | $12,695-70.1% | $1,945+95.4% |