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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 | $72,579 | $93,345-22.2% | $119,126-39.1% | $87,485-17.0% |
| Participation rate | 45.1% | 68.7%-23.6pp | 75.8%-30.7pp | 68.9%-23.8pp |
| Annual return | 16.87% | 19.08%-2.2pp | 282.11%-265.2pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,123 | $3,172-64.6% | $4,034-72.2% | $2,596-56.8% |
| Participant deferral / active EE | $2,573 | $4,099-37.2% | $5,318-51.6% | $4,274-39.8% |
| Admin fee / account holder | $1,098 | $8,039-86.3% | $10,693-89.7% | $7,775-85.9% |