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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 | $76,945 | $77,920-1.3% | $149,723-48.6% | $75,177+2.4% |
| Participation rate | 43.8% | 65.6%-21.8pp | 78.8%-35.0pp | 67.2%-23.5pp |
| Annual return | 34.78% | 31.72%+3.1pp | 134.50%-99.7pp | 160.75%-126.0pp |
| Employer contribution / active EE | $1,004 | $3,138-68.0% | $4,821-79.2% | $2,671-62.4% |
| Participant deferral / active EE | $2,993 | $3,411-12.3% | $5,682-47.3% | $4,126-27.5% |
| Admin fee / account holder | $1,330 | $5,951-77.7% | $13,215-89.9% | $5,651-76.5% |