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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 | $64,347 | $176,786-63.6% | $146,643-56.1% | $167,536-61.6% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 16.29% | 24.04%-7.7pp | 22.75%-6.5pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,647 | $5,161-68.1% | $4,137-60.2% | $4,839-66.0% |
| Participant deferral / active EE | $4,683 | $6,440-27.3% | $5,506-15.0% | $6,342-26.2% |
| Admin fee / account holder | $1,121 | $13,262-91.5% | $10,280-89.1% | $12,315-90.9% |