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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 | $80,674+2.4% | $119,126-30.6% | $64,340+28.4% |
| Participation rate | 22.4% | 55.2%-32.8pp | 75.8%-53.4pp | 55.2%-32.8pp |
| Annual return | 15.53% | 26.86%-11.3pp | 282.11%-266.6pp | 24.14%-8.6pp |
| Employer contribution / active EE | $1,299 | $2,564-49.3% | $4,034-67.8% | $1,862-30.2% |
| Participant deferral / active EE | $2,697 | $3,053-11.7% | $5,318-49.3% | $2,980-9.5% |
| Admin fee / account holder | $11,718 | $4,559+157.0% | $10,693+9.6% | $3,703+216.5% |