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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 | $66,966 | $116,203-42.4% | $93,621-28.5% | $152,897-56.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 18.51% | 35.96%-17.4pp | 32.76%-14.2pp | 345.43%-326.9pp |
| Employer contribution / active EE | $1,401 | $3,219-56.5% | $2,719-48.5% | $4,764-70.6% |
| Participant deferral / active EE | $2,521 | $4,605-45.3% | $4,070-38.1% | $5,851-56.9% |
| Admin fee / account holder | $19,789 | $10,751+84.1% | $7,890+150.8% | $11,599+70.6% |