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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 | $75,090 | $115,810-35.2% | $101,271-25.9% | $158,966-52.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 12.50% | 56.15%-43.7pp | 46.48%-34.0pp | 302.95%-290.5pp |
| Employer contribution / active EE | $1,199 | $4,175-71.3% | $3,660-67.2% | $4,762-74.8% |
| Participant deferral / active EE | $2,625 | $4,958-47.1% | $4,371-39.9% | $5,983-56.1% |
| Admin fee / account holder | $10,668 | $7,248+47.2% | $5,948+79.4% | $11,250-5.2% |