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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 | $70,274 | $78,428-10.4% | $95,960-26.8% | $79,852-12.0% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 11.44% | 19.37%-7.9pp | 91.63%-80.2pp | 31.72%-20.3pp |
| Employer contribution / active EE | $552 | $1,945-71.6% | $2,541-78.3% | $2,471-77.6% |
| Participant deferral / active EE | $2,621 | $3,440-23.8% | $4,167-37.1% | $3,740-29.9% |
| Admin fee / account holder | $21,004 | $5,622+273.6% | $6,797+209.0% | $5,306+295.8% |