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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 | $31,923 | $85,171-62.5% | $172,753-81.5% | $72,976-56.3% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 19.17% | 27.32%-8.2pp | 803.00%-783.8pp | 81.02%-61.8pp |
| Employer contribution / active EE | $554 | $3,324-83.3% | $5,144-89.2% | $2,440-77.3% |
| Participant deferral / active EE | $2,164 | $3,260-33.6% | $5,198-58.4% | $3,608-40.0% |
| Admin fee / account holder | $13,864 | $5,880+135.8% | $13,956-0.7% | $5,124+170.6% |