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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 | $45,317 | $106,923-57.6% | $84,023-46.1% | $152,909-70.4% |
| Participation rate | 54.2% | 75.3%-21.1pp | 69.0%-14.9pp | 82.5%-28.3pp |
| Annual return | 10.18% | 105.02%-94.8pp | 71.32%-61.1pp | 345.46%-335.3pp |
| Employer contribution / active EE | $743 | $2,735-72.8% | $1,984-62.6% | $4,764-84.4% |
| Participant deferral / active EE | $2,621 | $4,013-34.7% | $3,239-19.1% | $5,851-55.2% |
| Admin fee / account holder | $26,667 | $8,289+221.7% | $6,102+337.0% | $11,601+129.9% |