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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 | $68,916 | $85,171-19.1% | $172,753-60.1% | $72,976-5.6% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 21.79% | 27.32%-5.5pp | 803.00%-781.2pp | 81.02%-59.2pp |
| Employer contribution / active EE | $1,003 | $3,324-69.8% | $5,144-80.5% | $2,440-58.9% |
| Participant deferral / active EE | $1,949 | $3,260-40.2% | $5,198-62.5% | $3,608-46.0% |
| Admin fee / account holder | $6,547 | $5,880+11.3% | $13,956-53.1% | $5,124+27.8% |