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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 | $53,859 | $122,042-55.9% | $184,243-70.8% | $74,429-27.6% |
| Participation rate | 34.3% | 85.5%-51.2pp | 86.8%-52.5pp | 67.2%-32.9pp |
| Annual return | 15.77% | 19.91%-4.1pp | 28.82%-13.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $1,934 | $4,538-57.4% | $6,427-69.9% | $2,625-26.3% |
| Participant deferral / active EE | $4,116 | $7,143-42.4% | $9,132-54.9% | $4,348-5.3% |
| Admin fee / account holder | $11,532 | $1,252+821.0% | $13,914-17.1% | $1,944+493.1% |