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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 | $78,529-46.1% | $105,591-59.9% | $74,400-43.1% |
| Participation rate | 39.3% | 72.8%-33.5pp | 75.3%-36.0pp | 67.2%-27.9pp |
| Annual return | 14.18% | 15.94%-1.8pp | 116.43%-102.2pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $1,110 | $2,522-56.0% | $3,166-64.9% | $2,624-57.7% |
| Participant deferral / active EE | $2,238 | $4,321-48.2% | $5,008-55.3% | $4,348-48.5% |
| Admin fee / account holder | $9,484 | $2,216+328.1% | $11,024-14.0% | $1,944+388.0% |