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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 | $94,580 | $154,209-38.7% | $130,062-27.3% | $139,487-32.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 13.07% | 32.52%-19.4pp | -137.37%+150.4pp | 373.84%-360.8pp |
| Employer contribution / active EE | $1,829 | $5,292-65.4% | $4,322-57.7% | $4,755-61.5% |
| Participant deferral / active EE | $4,807 | $6,709-28.4% | $5,821-17.4% | $6,713-28.4% |
| Admin fee / account holder | $373 | $13,988-97.3% | $10,601-96.5% | $11,407-96.7% |