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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 | $36,641 | $61,391-40.3% | $149,723-75.5% | $71,529-48.8% |
| Participation rate | 47.2% | 62.5%-15.3pp | 78.8%-31.6pp | 67.9%-20.8pp |
| Annual return | 13.58% | 35.88%-22.3pp | 134.50%-120.9pp | 28.97%-15.4pp |
| Employer contribution / active EE | $1,292 | $2,384-45.8% | $4,821-73.2% | $2,590-50.1% |
| Participant deferral / active EE | $2,191 | $2,921-25.0% | $5,682-61.4% | $4,291-49.0% |
| Admin fee / account holder | $19,141 | $1,264+1414.1% | $13,215+44.8% | $1,588+1105.0% |