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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 | $64,256 | $91,194-29.5% | $178,486-64.0% | $79,860-19.5% |
| Participation rate | 41.4% | 69.2%-27.8pp | 81.9%-40.5pp | 69.6%-28.3pp |
| Annual return | 17.10% | 24.19%-7.1pp | 151.08%-134.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $1,006 | $3,256-69.1% | $5,011-79.9% | $2,471-59.3% |
| Participant deferral / active EE | $1,894 | $3,236-41.5% | $5,202-63.6% | $3,740-49.4% |
| Admin fee / account holder | $8,102 | $6,751+20.0% | $13,985-42.1% | $5,306+52.7% |