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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 | $72,963 | $90,107-19.0% | $182,262-60.0% | $69,733+4.6% |
| Participation rate | 41.6% | 64.8%-23.2pp | 84.2%-42.6pp | 62.5%-20.9pp |
| Annual return | 18.36% | 95.58%-77.2pp | 140.60%-122.2pp | 15.22%+3.1pp |
| Employer contribution / active EE | $1,388 | $3,043-54.4% | $5,046-72.5% | $2,250-38.3% |
| Participant deferral / active EE | $3,216 | $5,135-37.4% | $8,276-61.1% | $3,054+5.3% |
| Admin fee / account holder | $5,021 | $3,377+48.7% | $16,712-70.0% | $3,102+61.9% |