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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 | $73,815 | $96,731-23.7% | $123,973-40.5% | $86,983-15.1% |
| Participation rate | 38.1% | 70.0%-31.9pp | 76.7%-38.6pp | 69.5%-31.4pp |
| Annual return | 19.20% | 17.33%+1.9pp | 388.13%-368.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,517 | $3,297-54.0% | $4,126-63.2% | $2,584-41.3% |
| Participant deferral / active EE | $2,572 | $4,152-38.1% | $5,247-51.0% | $4,194-38.7% |
| Admin fee / account holder | $2,328 | $8,722-73.3% | $11,799-80.3% | $7,856-70.4% |