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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 | $63,047 | $93,345-32.5% | $119,126-47.1% | $87,485-27.9% |
| Participation rate | 46.7% | 68.7%-22.1pp | 75.8%-29.1pp | 68.9%-22.3pp |
| Annual return | 21.26% | 19.08%+2.2pp | 282.11%-260.9pp | 26.06%-4.8pp |
| Employer contribution / active EE | $1,617 | $3,172-49.0% | $4,034-59.9% | $2,596-37.7% |
| Participant deferral / active EE | $3,245 | $4,099-20.8% | $5,318-39.0% | $4,274-24.1% |
| Admin fee / account holder | $12,727 | $8,039+58.3% | $10,693+19.0% | $7,775+63.7% |