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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 | $63,047 | $88,672-28.9% | $105,223-40.1% | $82,448-23.5% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 21.26% | 30.86%-9.6pp | 180.65%-159.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,617 | $3,048-46.9% | $3,689-56.2% | $2,551-36.6% |
| Participant deferral / active EE | $3,245 | $4,036-19.6% | $5,072-36.0% | $4,139-21.6% |
| Admin fee / account holder | $12,727 | $7,146+78.1% | $8,859+43.7% | $7,234+75.9% |