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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 | $74,010 | $91,198-18.8% | $178,503-58.5% | $79,856-7.3% |
| Participation rate | 46.9% | 69.2%-22.3pp | 81.9%-35.0pp | 69.6%-22.7pp |
| Annual return | 39.23% | 24.20%+15.0pp | 151.12%-111.9pp | 31.71%+7.5pp |
| Employer contribution / active EE | $1,068 | $3,257-67.2% | $5,011-78.7% | $2,471-56.8% |
| Participant deferral / active EE | $2,122 | $3,237-34.5% | $5,202-59.2% | $3,741-43.3% |
| Admin fee / account holder | $25,119 | $6,748+272.2% | $13,987+79.6% | $5,306+373.4% |