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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 | $119,735 | $176,786-32.3% | $146,643-18.3% | $167,536-28.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 16.95% | 24.04%-7.1pp | 22.75%-5.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,524 | $5,161-70.5% | $4,137-63.2% | $4,839-68.5% |
| Participant deferral / active EE | $4,803 | $6,440-25.4% | $5,506-12.8% | $6,342-24.3% |
| Admin fee / account holder | $1,548 | $13,262-88.3% | $10,280-84.9% | $12,315-87.4% |