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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 | $42,339 | $78,636-46.2% | $105,607-59.9% | $74,459-43.1% |
| Participation rate | 39.3% | 72.8%-33.4pp | 75.3%-36.0pp | 67.2%-27.9pp |
| Annual return | 14.18% | 15.96%-1.8pp | 116.11%-101.9pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,110 | $2,523-56.0% | $3,167-64.9% | $2,626-57.7% |
| Participant deferral / active EE | $2,238 | $4,322-48.2% | $5,011-55.3% | $4,350-48.5% |
| Admin fee / account holder | $9,484 | $2,220+327.2% | $10,958-13.5% | $1,945+387.7% |