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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 | $70,230 | $82,133-14.5% | $147,318-52.3% | $64,097+9.6% |
| Participation rate | 31.9% | 62.3%-30.4pp | 82.1%-50.2pp | 55.2%-23.3pp |
| Annual return | 15.75% | 78.78%-63.0pp | 70.43%-54.7pp | 34.64%-18.9pp |
| Employer contribution / active EE | $1,303 | $2,872-54.6% | $4,593-71.6% | $1,891-31.1% |
| Participant deferral / active EE | $3,267 | $5,407-39.6% | $7,906-58.7% | $3,080+6.1% |
| Admin fee / account holder | $18,453 | $3,730+394.7% | $13,708+34.6% | $3,454+434.2% |