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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 | $73,413 | $99,053-25.9% | $88,179-16.7% | $138,895-47.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 13.27% | 78.17%-64.9pp | 64.97%-51.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,744 | $2,882-39.5% | $2,549-31.6% | $4,194-58.4% |
| Participant deferral / active EE | $6,355 | $5,225+21.6% | $4,614+37.7% | $6,396-0.6% |
| Admin fee / account holder | $80,727 | $8,748+822.8% | $7,673+952.1% | $12,562+542.6% |