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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 | $48,250 | $88,203-45.3% | $165,100-70.8% | $74,478-35.2% |
| Participation rate | 42.2% | 73.1%-31.0pp | 78.6%-36.5pp | 67.2%-25.1pp |
| Annual return | 18.63% | 17.13%+1.5pp | 70.21%-51.6pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,887 | $4,505-35.9% | $6,035-52.2% | $4,350-33.6% |
| Admin fee / account holder | $2,183 | $2,235-2.3% | $12,696-82.8% | $1,946+12.2% |