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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 | $73,558 | $93,345-21.2% | $119,126-38.3% | $87,485-15.9% |
| Participation rate | 52.1% | 68.7%-16.7pp | 75.8%-23.7pp | 68.9%-16.8pp |
| Annual return | 21.00% | 19.08%+1.9pp | 282.11%-261.1pp | 26.06%-5.1pp |
| Employer contribution / active EE | $1,653 | $3,172-47.9% | $4,034-59.0% | $2,596-36.3% |
| Participant deferral / active EE | $2,816 | $4,099-31.3% | $5,318-47.0% | $4,274-34.1% |
| Admin fee / account holder | $2,003 | $8,039-75.1% | $10,693-81.3% | $7,775-74.2% |