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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 | $65,958 | $88,117-25.1% | $164,928-60.0% | $74,400-11.3% |
| Participation rate | 42.9% | 73.1%-30.2pp | 78.6%-35.8pp | 67.2%-24.4pp |
| Annual return | 13.92% | 17.27%-3.3pp | 70.08%-56.2pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $934 | $2,596-64.0% | $4,343-78.5% | $2,624-64.4% |
| Participant deferral / active EE | $3,225 | $4,501-28.4% | $6,034-46.6% | $4,348-25.8% |
| Admin fee / account holder | $6,167 | $2,230+176.6% | $12,684-51.4% | $1,944+217.3% |