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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 | $77,346 | $105,284-26.5% | $150,734-48.7% | $94,015-17.7% |
| Participation rate | 50.0% | 71.7%-21.7pp | 78.4%-28.4pp | 70.8%-20.8pp |
| Annual return | 19.47% | 15.67%+3.8pp | 600.81%-581.3pp | 17.84%+1.6pp |
| Employer contribution / active EE | $1,847 | $3,599-48.7% | $4,918-62.4% | $2,790-33.8% |
| Participant deferral / active EE | $2,679 | $4,274-37.3% | $5,610-52.2% | $4,249-37.0% |
| Admin fee / account holder | $701 | $9,839-92.9% | $14,905-95.3% | $8,951-92.2% |