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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 | $66,177 | $117,895-43.9% | $102,460-35.4% | $145,897-54.6% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 15.03% | 31.92%-16.9pp | 29.47%-14.4pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,332 | $3,619-63.2% | $3,025-56.0% | $4,663-71.4% |
| Participant deferral / active EE | $5,546 | $5,736-3.3% | $5,056+9.7% | $6,689-17.1% |
| Admin fee / account holder | $5,846 | $13,353-56.2% | $9,460-38.2% | $13,390-56.3% |