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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 | $85,119 | $124,330-31.5% | $109,173-22.0% | $167,536-49.2% |
| Participation rate | 68.8% | 79.5%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 13.34% | 26.04%-12.7pp | 25.75%-12.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,969 | $4,209-53.2% | $3,723-47.1% | $4,839-59.3% |
| Participant deferral / active EE | $2,720 | $5,256-48.3% | $4,654-41.6% | $6,342-57.1% |
| Admin fee / account holder | $14,426 | $7,974+80.9% | $6,755+113.6% | $12,315+17.1% |