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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 | $78,485 | $157,304-50.1% | $141,197-44.4% | $152,909-48.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 69.83% | 64.34%+5.5pp | 71.41%-1.6pp | 345.46%-275.6pp |
| Employer contribution / active EE | $1,578 | $5,263-70.0% | $4,736-66.7% | $4,764-66.9% |
| Participant deferral / active EE | $2,818 | $7,111-60.4% | $6,710-58.0% | $5,851-51.8% |
| Admin fee / account holder | $502 | $12,126-95.9% | $10,265-95.1% | $11,601-95.7% |