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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 | $82,623 | $83,369-0.9% | $105,223-21.5% | $67,986+21.5% |
| Participation rate | 22.4% | 56.3%-33.9pp | 75.0%-52.6pp | 57.2%-34.8pp |
| Annual return | 15.53% | 24.64%-9.1pp | 180.65%-165.1pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,299 | $2,541-48.9% | $3,689-64.8% | $2,019-35.7% |
| Participant deferral / active EE | $2,697 | $3,295-18.1% | $5,072-46.8% | $3,358-19.7% |
| Admin fee / account holder | $11,718 | $4,073+187.7% | $8,859+32.3% | $3,203+265.8% |