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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 | $73,793 | $102,429-28.0% | $147,096-49.8% | $80,925-8.8% |
| Participation rate | 48.3% | 75.9%-27.5pp | 82.2%-33.8pp | 67.7%-19.3pp |
| Annual return | 12.83% | 135.02%-122.2pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $2,437 | $3,716-34.4% | $4,936-50.6% | $2,756-11.6% |
| Participant deferral / active EE | $3,518 | $6,649-47.1% | $8,071-56.4% | $4,299-18.2% |
| Admin fee / account holder | $12,345 | $7,957+55.1% | $13,005-5.1% | $6,940+77.9% |