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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 | $54,875 | $89,259-38.5% | $107,187-48.8% | $82,637-33.6% |
| Participation rate | 36.3% | 67.9%-31.7pp | 75.0%-38.8pp | 68.1%-31.8pp |
| Annual return | 15.89% | 21.02%-5.1pp | 204.55%-188.7pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,514 | $3,080-50.8% | $3,782-60.0% | $2,552-40.7% |
| Participant deferral / active EE | $2,095 | $4,037-48.1% | $5,096-58.9% | $4,126-49.2% |
| Admin fee / account holder | $12,921 | $7,381+75.0% | $9,162+41.0% | $7,339+76.1% |