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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 | $41,112 | $48,011-14.4% | $63,803-35.6% | $82,637-50.2% |
| Participation rate | 56.3% | 66.6%-10.3pp | 72.7%-16.5pp | 68.1%-11.8pp |
| Annual return | 11.82% | 19.84%-8.0pp | 543.72%-531.9pp | 53.51%-41.7pp |
| Employer contribution / active EE | $891 | $1,904-53.2% | $2,532-64.8% | $2,552-65.1% |
| Participant deferral / active EE | $2,769 | $2,846-2.7% | $3,843-28.0% | $4,126-32.9% |
| Admin fee / account holder | $15,165 | $3,873+291.5% | $5,196+191.8% | $7,339+106.6% |