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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 | $51,184-19.7% | $66,439-38.1% | $86,983-52.7% |
| Participation rate | 56.3% | 68.5%-12.2pp | 74.5%-18.2pp | 69.5%-13.3pp |
| Annual return | 11.82% | 17.07%-5.2pp | 757.66%-745.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $891 | $2,023-55.9% | $2,637-66.2% | $2,584-65.5% |
| Participant deferral / active EE | $2,769 | $2,927-5.4% | $3,876-28.6% | $4,194-34.0% |
| Admin fee / account holder | $15,165 | $4,154+265.1% | $6,173+145.7% | $7,856+93.0% |