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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 | $96,637 | $124,351-22.3% | $109,188-11.5% | $167,553-42.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 13.40% | 26.04%-12.6pp | 25.76%-12.4pp | 478.89%-465.5pp |
| Employer contribution / active EE | $2,951 | $4,210-29.9% | $3,723-20.8% | $4,840-39.0% |
| Participant deferral / active EE | $5,608 | $5,257+6.7% | $4,654+20.5% | $6,343-11.6% |
| Admin fee / account holder | $583 | $7,975-92.7% | $6,755-91.4% | $12,316-95.3% |