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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 | $73,287 | $83,369-12.1% | $105,223-30.4% | $67,986+7.8% |
| Participation rate | 51.6% | 56.3%-4.6pp | 75.0%-23.4pp | 57.2%-5.6pp |
| Annual return | 13.73% | 24.64%-10.9pp | 180.65%-166.9pp | 31.67%-17.9pp |
| Employer contribution / active EE | $2,233 | $2,541-12.1% | $3,689-39.4% | $2,019+10.6% |
| Participant deferral / active EE | $4,761 | $3,295+44.5% | $5,072-6.1% | $3,358+41.8% |
| Admin fee / account holder | $17,117 | $4,073+320.3% | $8,859+93.2% | $3,203+434.4% |