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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 | $43,030 | $176,794-75.7% | $146,647-70.7% | $167,553-74.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 17.41% | 24.04%-6.6pp | 22.75%-5.3pp | 478.89%-461.5pp |
| Employer contribution / active EE | $1,438 | $5,161-72.1% | $4,137-65.2% | $4,840-70.3% |
| Participant deferral / active EE | $3,422 | $6,440-46.9% | $5,506-37.8% | $6,343-46.0% |
| Admin fee / account holder | $15,944 | $13,262+20.2% | $10,281+55.1% | $12,316+29.5% |