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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 | $36,651 | $88,186-58.4% | $165,071-77.8% | $74,459-50.8% |
| Participation rate | 54.1% | 73.1%-19.0pp | 78.6%-24.5pp | 67.2%-13.1pp |
| Annual return | 23.73% | 17.13%+6.6pp | 70.17%-46.4pp | 1369.70%-1346.0pp |
| Employer contribution / active EE | $1,568 | $2,600-39.7% | $4,347-63.9% | $2,626-40.3% |
| Participant deferral / active EE | $2,534 | $4,505-43.7% | $6,035-58.0% | $4,350-41.7% |
| Admin fee / account holder | $5,400 | $2,234+141.7% | $12,695-57.5% | $1,945+177.7% |