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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 | $66,665 | $111,814-40.4% | $103,374-35.5% | $145,959-54.3% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 12.75% | 24.77%-12.0pp | 24.89%-12.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,784 | $4,214-57.7% | $3,869-53.9% | $4,661-61.7% |
| Participant deferral / active EE | $6,629 | $5,618+18.0% | $5,058+31.1% | $6,689-0.9% |
| Admin fee / account holder | $4,714 | $9,754-51.7% | $8,394-43.8% | $13,398-64.8% |