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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 | $71,484 | $95,664-25.3% | $76,902-7.0% | $139,487-48.8% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 20.12% | 55.03%-34.9pp | 37.91%-17.8pp | 373.84%-353.7pp |
| Employer contribution / active EE | $1,408 | $3,147-55.3% | $2,534-44.5% | $4,755-70.4% |
| Participant deferral / active EE | $6,488 | $4,626+40.2% | $3,833+69.2% | $6,713-3.3% |
| Admin fee / account holder | $11,944 | $8,311+43.7% | $5,479+118.0% | $11,407+4.7% |