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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 | $73,506 | $154,193-52.3% | $130,045-43.5% | $139,466-47.3% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 15.17% | 32.51%-17.3pp | -137.30%+152.5pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,850 | $5,292-65.0% | $4,321-57.2% | $4,754-61.1% |
| Participant deferral / active EE | $2,749 | $6,709-59.0% | $5,820-52.8% | $6,712-59.0% |
| Admin fee / account holder | $970 | $13,989-93.1% | $10,600-90.9% | $11,409-91.5% |