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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 | $77,558 | $95,383-18.7% | $185,837-58.3% | $85,856-9.7% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 15.16% | 23.59%-8.4pp | 122.08%-106.9pp | 318.58%-303.4pp |
| Employer contribution / active EE | $1,479 | $3,313-55.3% | $5,168-71.4% | $2,565-42.3% |
| Participant deferral / active EE | $2,641 | $3,423-22.8% | $5,568-52.6% | $3,952-33.2% |
| Admin fee / account holder | $7,166 | $7,213-0.7% | $16,241-55.9% | $6,261+14.5% |