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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 | $80,283 | $176,786-54.6% | $146,643-45.3% | $167,536-52.1% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 10.93% | 24.04%-13.1pp | 22.75%-11.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $1,598 | $5,161-69.0% | $4,137-61.4% | $4,839-67.0% |
| Participant deferral / active EE | $5,575 | $6,440-13.4% | $5,506+1.3% | $6,342-12.1% |
| Admin fee / account holder | $2,369 | $13,262-82.1% | $10,280-77.0% | $12,315-80.8% |