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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 | $36,466 | $201,344-81.9% | $184,243-80.2% | $145,877-75.0% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 21.53% | 29.01%-7.5pp | 28.82%-7.3pp | 551.28%-529.8pp |
| Employer contribution / active EE | $1,727 | $7,022-75.4% | $6,427-73.1% | $4,663-63.0% |
| Participant deferral / active EE | $9,130 | $9,807-6.9% | $9,1320% | $6,691+36.5% |
| Admin fee / account holder | $342,987 | $16,382+1993.7% | $13,914+2365.1% | $13,402+2459.2% |