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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 | $73,014 | $101,950-28.4% | $125,529-41.8% | $86,983-16.1% |
| Participation rate | 55.6% | 70.2%-14.6pp | 74.7%-19.2pp | 69.5%-14.0pp |
| Annual return | 12.46% | 18.29%-5.8pp | 202.56%-190.1pp | 25.83%-13.4pp |
| Employer contribution / active EE | $713 | $2,358-69.8% | $3,058-76.7% | $2,584-72.4% |
| Participant deferral / active EE | $2,207 | $3,862-42.9% | $4,813-54.1% | $4,194-47.4% |
| Admin fee / account holder | $38,586 | $12,791+201.7% | $16,298+136.8% | $7,856+391.2% |