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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 | $76,294 | $77,908-2.1% | $149,696-49.0% | $75,173+1.5% |
| Participation rate | 36.8% | 65.6%-28.7pp | 78.8%-41.9pp | 67.2%-30.4pp |
| Annual return | 17.86% | 31.73%-13.9pp | 134.46%-116.6pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,865 | $3,138-40.6% | $4,821-61.3% | $2,671-30.2% |
| Participant deferral / active EE | $3,506 | $3,411+2.8% | $5,682-38.3% | $4,126-15.0% |
| Admin fee / account holder | $15,747 | $5,950+164.7% | $13,212+19.2% | $5,651+178.7% |