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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 | $75,520 | $85,171-11.3% | $172,753-56.3% | $72,976+3.5% |
| Participation rate | 56.0% | 70.1%-14.1pp | 82.6%-26.6pp | 69.5%-13.5pp |
| Annual return | 17.41% | 27.32%-9.9pp | 803.00%-785.6pp | 81.02%-63.6pp |
| Employer contribution / active EE | $1,310 | $3,324-60.6% | $5,144-74.5% | $2,440-46.3% |
| Participant deferral / active EE | $3,092 | $3,260-5.2% | $5,198-40.5% | $3,608-14.3% |
| Admin fee / account holder | $552 | $5,880-90.6% | $13,956-96.0% | $5,124-89.2% |