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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 | $75,022 | $88,203-14.9% | $165,100-54.6% | $74,478+0.7% |
| Participation rate | 46.6% | 73.1%-26.5pp | 78.6%-32.0pp | 67.2%-20.6pp |
| Annual return | 12.54% | 17.13%-4.6pp | 70.21%-57.7pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,781 | $2,601-31.5% | $4,348-59.1% | $2,626-32.2% |
| Participant deferral / active EE | $3,256 | $4,505-27.7% | $6,035-46.0% | $4,350-25.2% |
| Admin fee / account holder | $4,208 | $2,235+88.3% | $12,696-66.9% | $1,946+116.3% |