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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 | $65,479 | $98,766-33.7% | $149,730-56.3% | $79,852-18.0% |
| Participation rate | 41.1% | 75.8%-34.7pp | 82.5%-41.4pp | 69.6%-28.5pp |
| Annual return | 18.49% | 27.43%-8.9pp | 276.70%-258.2pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,558 | $3,217-51.6% | $4,645-66.5% | $2,471-37.0% |
| Participant deferral / active EE | $3,408 | $5,681-40.0% | $6,843-50.2% | $3,740-8.9% |
| Admin fee / account holder | $7,140 | $6,052+18.0% | $9,310-23.3% | $5,306+34.6% |