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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 | $76,032 | $98,760-23.0% | $149,715-49.2% | $79,858-4.8% |
| Participation rate | 22.0% | 75.8%-53.8pp | 82.5%-60.5pp | 69.6%-47.7pp |
| Annual return | 14.67% | 27.43%-12.8pp | 276.66%-262.0pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,003 | $3,217-68.8% | $4,645-78.4% | $2,471-59.4% |
| Participant deferral / active EE | $2,659 | $5,681-53.2% | $6,842-61.1% | $3,740-28.9% |
| Admin fee / account holder | $5,227 | $6,053-13.7% | $9,310-43.9% | $5,306-1.5% |