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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 | $76,825 | $111,814-31.3% | $103,374-25.7% | $145,959-47.4% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.4pp |
| Annual return | 19.53% | 24.77%-5.2pp | 24.89%-5.4pp | 561.95%-542.4pp |
| Employer contribution / active EE | $1,870 | $4,214-55.6% | $3,869-51.7% | $4,661-59.9% |
| Participant deferral / active EE | $3,049 | $5,618-45.7% | $5,058-39.7% | $6,689-54.4% |
| Admin fee / account holder | $18,996 | $9,754+94.7% | $8,394+126.3% | $13,398+41.8% |