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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 | $76,337 | $91,179-16.3% | $178,499-57.2% | $79,852-4.4% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 15.80% | 24.19%-8.4pp | 151.10%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,053 | $3,256-67.6% | $5,011-79.0% | $2,471-57.4% |
| Participant deferral / active EE | $1,245 | $3,236-61.5% | $5,202-76.1% | $3,740-66.7% |
| Admin fee / account holder | $16,934 | $6,749+150.9% | $13,986+21.1% | $5,306+219.1% |