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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 | $76,067 | $98,776-23.0% | $149,745-49.2% | $79,856-4.7% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.6%-10.4pp |
| Annual return | 15.20% | 27.38%-12.2pp | 276.72%-261.5pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,231 | $3,217-61.7% | $4,646-73.5% | $2,471-50.2% |
| Participant deferral / active EE | $4,398 | $5,681-22.6% | $6,843-35.7% | $3,741+17.6% |
| Admin fee / account holder | $5,243 | $6,053-13.4% | $9,312-43.7% | $5,306-1.2% |