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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 | $69,049 | $98,776-30.1% | $149,745-53.9% | $79,856-13.5% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.5%-36.1pp | 69.6%-23.2pp |
| Annual return | 16.27% | 27.38%-11.1pp | 276.72%-260.4pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,678 | $3,217-16.8% | $4,646-42.3% | $2,471+8.4% |
| Participant deferral / active EE | $4,674 | $5,681-17.7% | $6,843-31.7% | $3,741+25.0% |
| Admin fee / account holder | $13,844 | $6,053+128.7% | $9,312+48.7% | $5,306+160.9% |