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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 | $47,891 | $83,369-42.6% | $105,223-54.5% | $67,986-29.6% |
| Participation rate | 60.7% | 56.3%+4.5pp | 75.0%-14.3pp | 57.2%+3.5pp |
| Annual return | 19.23% | 24.64%-5.4pp | 180.65%-161.4pp | 31.67%-12.4pp |
| Employer contribution / active EE | $1,886 | $2,541-25.8% | $3,689-48.9% | $2,019-6.6% |
| Participant deferral / active EE | $3,206 | $3,295-2.7% | $5,072-36.8% | $3,358-4.5% |
| Admin fee / account holder | $8,199 | $4,073+101.3% | $8,859-7.4% | $3,203+156.0% |