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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 | $74,381 | $82,133-9.4% | $147,318-49.5% | $64,097+16.0% |
| Participation rate | 50.0% | 62.3%-12.3pp | 82.1%-32.1pp | 55.2%-5.2pp |
| Annual return | 16.54% | 78.78%-62.2pp | 70.43%-53.9pp | 34.64%-18.1pp |
| Employer contribution / active EE | $696 | $2,872-75.8% | $4,593-84.8% | $1,891-63.2% |
| Participant deferral / active EE | $4,236 | $5,407-21.7% | $7,906-46.4% | $3,080+37.5% |
| Admin fee / account holder | $4,626 | $3,730+24.0% | $13,708-66.3% | $3,454+33.9% |