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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 | $80,757 | $98,766-18.2% | $149,730-46.1% | $79,852+1.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 19.85% | 27.43%-7.6pp | 276.70%-256.8pp | 31.72%-11.9pp |
| Employer contribution / active EE | $934 | $3,217-71.0% | $4,645-79.9% | $2,471-62.2% |
| Participant deferral / active EE | $3,597 | $5,681-36.7% | $6,843-47.4% | $3,740-3.8% |
| Admin fee / account holder | $7,040 | $6,052+16.3% | $9,310-24.4% | $5,306+32.7% |