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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 | $69,496 | $110,410-37.1% | $102,437-32.2% | $145,897-52.4% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 10.03% | 24.85%-14.8pp | 24.95%-14.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,373 | $4,217-67.4% | $3,871-64.5% | $4,663-70.6% |
| Participant deferral / active EE | $2,298 | $5,622-59.1% | $5,060-54.6% | $6,689-65.6% |
| Admin fee / account holder | $9,340 | $9,745-4.2% | $8,388+11.3% | $13,390-30.2% |