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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 | $82,491 | $79,209+4.1% | $102,434-19.5% | $74,459+10.8% |
| Participation rate | 31.7% | 74.8%-43.1pp | 76.5%-44.8pp | 67.2%-35.5pp |
| Annual return | 12.89% | 54.98%-42.1pp | 29.46%-16.6pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,203 | $2,362-49.1% | $3,023-60.2% | $2,626-54.2% |
| Participant deferral / active EE | $2,187 | $4,417-50.5% | $5,055-56.7% | $4,350-49.7% |
| Admin fee / account holder | $11,258 | $2,002+462.4% | $9,462+19.0% | $1,945+478.9% |