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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 | $78,412 | $64,324+21.9% | $118,946-34.1% | $79,852-1.8% |
| Participation rate | 33.3% | 64.9%-31.5pp | 75.4%-42.1pp | 69.6%-36.3pp |
| Annual return | 14.03% | 86.45%-72.4pp | 35.89%-21.9pp | 31.72%-17.7pp |
| Employer contribution / active EE | $1,556 | $1,836-15.3% | $3,263-52.3% | $2,471-37.0% |
| Participant deferral / active EE | $2,652 | $2,824-6.1% | $4,266-37.8% | $3,740-29.1% |
| Admin fee / account holder | $2,345 | $4,040-41.9% | $6,581-64.4% | $5,306-55.8% |