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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 | $68,035 | $74,661-8.9% | $160,784-57.7% | $67,986+0.1% |
| Participation rate | 51.5% | 57.1%-5.6pp | 77.0%-25.5pp | 57.2%-5.7pp |
| Annual return | 18.72% | 28.83%-10.1pp | 1803.92%-1785.2pp | 31.67%-12.9pp |
| Employer contribution / active EE | $1,193 | $1,829-34.8% | $3,733-68.0% | $2,019-40.9% |
| Participant deferral / active EE | $2,287 | $3,681-37.9% | $6,293-63.7% | $3,358-31.9% |
| Admin fee / account holder | $6,273 | $3,959+58.5% | $9,717-35.4% | $3,203+95.8% |