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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 | $96,562 | $110,379-12.5% | $102,412-5.7% | $145,884-33.8% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 14.22% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,446 | $4,216-65.7% | $3,870-62.6% | $4,662-69.0% |
| Participant deferral / active EE | $2,009 | $5,622-64.3% | $5,060-60.3% | $6,690-70.0% |
| Admin fee / account holder | $17,561 | $9,745+80.2% | $8,388+109.4% | $13,392+31.1% |