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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 | $77,466 | $98,776-21.6% | $149,745-48.3% | $79,856-3.0% |
| Participation rate | 52.2% | 75.8%-23.6pp | 82.5%-30.2pp | 69.6%-17.4pp |
| Annual return | 14.44% | 27.38%-12.9pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $771 | $3,217-76.0% | $4,646-83.4% | $2,471-68.8% |
| Participant deferral / active EE | $3,619 | $5,681-36.3% | $6,843-47.1% | $3,741-3.3% |
| Admin fee / account holder | $10,271 | $6,053+69.7% | $9,312+10.3% | $5,306+93.6% |