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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 | $67,906 | $89,259-23.9% | $107,187-36.6% | $82,637-17.8% |
| Participation rate | 36.1% | 67.9%-31.8pp | 75.0%-38.9pp | 68.1%-31.9pp |
| Annual return | 17.76% | 21.02%-3.3pp | 204.55%-186.8pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,278 | $3,080-58.5% | $3,782-66.2% | $2,552-49.9% |
| Participant deferral / active EE | $2,503 | $4,037-38.0% | $5,096-50.9% | $4,126-39.3% |
| Admin fee / account holder | $15,564 | $7,381+110.9% | $9,162+69.9% | $7,339+112.1% |