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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 | $76,720 | $89,370-14.2% | $141,197-45.7% | $72,976+5.1% |
| Participation rate | 51.3% | 75.1%-23.8pp | 82.5%-31.2pp | 69.5%-18.2pp |
| Annual return | 21.08% | 111.88%-90.8pp | 71.41%-50.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,313 | $3,115-57.9% | $4,736-72.3% | $2,440-46.2% |
| Participant deferral / active EE | $2,333 | $5,419-56.9% | $6,710-65.2% | $3,608-35.3% |
| Admin fee / account holder | $14,708 | $5,957+146.9% | $10,265+43.3% | $5,124+187.0% |