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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 | $82,522 | $63,861+29.2% | $104,614-21.1% | $79,858+3.3% |
| Participation rate | 45.5% | 64.9%-19.5pp | 74.1%-28.6pp | 69.6%-24.2pp |
| Annual return | 18.90% | 21.30%-2.4pp | 340.56%-321.7pp | 31.72%-12.8pp |
| Employer contribution / active EE | $1,205 | $1,588-24.1% | $2,681-55.0% | $2,471-51.2% |
| Participant deferral / active EE | $2,341 | $2,693-13.1% | $3,739-37.4% | $3,740-37.4% |
| Admin fee / account holder | $1,103 | $4,185-73.6% | $6,464-82.9% | $5,306-79.2% |