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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 | $77,455 | $93,345-17.0% | $119,126-35.0% | $87,485-11.5% |
| Participation rate | 59.4% | 68.7%-9.4pp | 75.8%-16.4pp | 68.9%-9.6pp |
| Annual return | 14.31% | 19.08%-4.8pp | 282.11%-267.8pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,892 | $3,172-40.3% | $4,034-53.1% | $2,596-27.1% |
| Participant deferral / active EE | $4,331 | $4,099+5.7% | $5,318-18.5% | $4,274+1.4% |
| Admin fee / account holder | $17,176 | $8,039+113.7% | $10,693+60.6% | $7,775+120.9% |