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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 | $75,086 | $88,672-15.3% | $105,223-28.6% | $82,448-8.9% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 14.19% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,165 | $3,048-61.8% | $3,689-68.4% | $2,551-54.3% |
| Participant deferral / active EE | $2,531 | $4,036-37.3% | $5,072-50.1% | $4,139-38.8% |
| Admin fee / account holder | $1,834 | $7,146-74.3% | $8,859-79.3% | $7,234-74.6% |