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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 | $45,825 | $98,760-53.6% | $149,715-69.4% | $79,858-42.6% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.6%-13.6pp |
| Annual return | 23.57% | 27.43%-3.9pp | 276.66%-253.1pp | 31.72%-8.1pp |
| Employer contribution / active EE | $1,439 | $3,217-55.3% | $4,645-69.0% | $2,471-41.8% |
| Participant deferral / active EE | $6,121 | $5,681+7.7% | $6,842-10.5% | $3,740+63.6% |
| Admin fee / account holder | $17,562 | $6,053+190.1% | $9,310+88.6% | $5,306+231.0% |