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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 | $78,685 | $157,296-50.0% | $141,191-44.3% | $152,897-48.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.84% | 64.34%-45.5pp | 71.41%-52.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $1,668 | $5,262-68.3% | $4,736-64.8% | $4,764-65.0% |
| Participant deferral / active EE | $6,406 | $7,111-9.9% | $6,710-4.5% | $5,851+9.5% |
| Admin fee / account holder | $50,980 | $12,125+320.5% | $10,264+396.7% | $11,599+339.5% |