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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 | $69,135 | $110,410-37.4% | $102,437-32.5% | $145,897-52.6% |
| Participation rate | 47.8% | 77.9%-30.1pp | 74.5%-26.7pp | 80.3%-32.5pp |
| Annual return | 12.27% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,491 | $4,217-40.9% | $3,871-35.6% | $4,663-46.6% |
| Participant deferral / active EE | $5,157 | $5,622-8.3% | $5,060+1.9% | $6,689-22.9% |
| Admin fee / account holder | $3,872 | $9,745-60.3% | $8,388-53.8% | $13,390-71.1% |