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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 | $29,979 | $104,251-71.2% | $91,004-67.1% | $147,586-79.7% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.6%-12.0pp | 82.8%-19.2pp |
| Annual return | 16.21% | 27.06%-10.9pp | 4.60%+11.6pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,500 | $3,116-51.9% | $2,456-38.9% | $4,876-69.2% |
| Participant deferral / active EE | $4,506 | $4,195+7.4% | $3,548+27.0% | $5,439-17.1% |
| Admin fee / account holder | $5,858 | $8,948-34.5% | $5,417+8.1% | $10,886-46.2% |