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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 | $59,522 | $80,332-25.9% | $107,187-44.5% | $64,097-7.1% |
| Participation rate | 33.6% | 54.4%-20.8pp | 75.0%-41.4pp | 55.2%-21.6pp |
| Annual return | 20.76% | 24.26%-3.5pp | 204.55%-183.8pp | 34.64%-13.9pp |
| Employer contribution / active EE | $1,322 | $2,501-47.1% | $3,782-65.0% | $1,891-30.1% |
| Participant deferral / active EE | $2,291 | $3,109-26.3% | $5,096-55.0% | $3,080-25.6% |
| Admin fee / account holder | $6,222 | $4,314+44.2% | $9,162-32.1% | $3,454+80.1% |