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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 | $76,017 | $142,430-46.6% | $115,170-34.0% | $152,897-50.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 21.89% | 41.48%-19.6pp | 35.60%-13.7pp | 345.43%-323.5pp |
| Employer contribution / active EE | $1,056 | $4,011-73.7% | $3,179-66.8% | $4,764-77.8% |
| Participant deferral / active EE | $2,035 | $5,165-60.6% | $4,169-51.2% | $5,851-65.2% |
| Admin fee / account holder | $1,463 | $8,464-82.7% | $7,089-79.4% | $11,599-87.4% |