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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 | $85,689 | $176,794-51.5% | $146,647-41.6% | $167,553-48.9% |
| Participation rate | 54.5% | 83.6%-29.1pp | 80.1%-25.5pp | 82.1%-27.6pp |
| Annual return | 12.74% | 24.04%-11.3pp | 22.75%-10.0pp | 478.89%-466.2pp |
| Employer contribution / active EE | $1,277 | $5,161-75.3% | $4,137-69.1% | $4,840-73.6% |
| Participant deferral / active EE | $2,206 | $6,440-65.8% | $5,506-59.9% | $6,343-65.2% |
| Admin fee / account holder | $2,746 | $13,262-79.3% | $10,281-73.3% | $12,316-77.7% |