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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 | $93,345-20.9% | $119,126-38.0% | $87,485-15.6% |
| Participation rate | 38.1% | 68.7%-30.6pp | 75.8%-37.7pp | 68.9%-30.8pp |
| Annual return | 19.20% | 19.08%+0.1pp | 282.11%-262.9pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,517 | $3,172-52.2% | $4,034-62.4% | $2,596-41.6% |
| Participant deferral / active EE | $2,572 | $4,099-37.2% | $5,318-51.6% | $4,274-39.8% |
| Admin fee / account holder | $2,328 | $8,039-71.0% | $10,693-78.2% | $7,775-70.1% |