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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 | $119,041 | $211,224-43.6% | $178,505-33.3% | $145,897-18.4% |
| Participation rate | 61.5% | 80.8%-19.3pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 14.31% | 30.28%-16.0pp | 27.16%-12.8pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,223 | $4,577-73.3% | $3,955-69.1% | $4,663-73.8% |
| Participant deferral / active EE | $5,063 | $6,966-27.3% | $6,280-19.4% | $6,689-24.3% |
| Admin fee / account holder | $6,700 | $12,109-44.7% | $10,428-35.7% | $13,390-50.0% |