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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 | $86,567 | $183,516-52.8% | $155,534-44.3% | $145,884-40.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 17.56% | 61.43%-43.9pp | 64.92%-47.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $2,030 | $5,315-61.8% | $4,675-56.6% | $4,662-56.5% |
| Participant deferral / active EE | $6,434 | $6,467-0.5% | $5,630+14.3% | $6,690-3.8% |
| Admin fee / account holder | $4,946 | $19,293-74.4% | $15,900-68.9% | $13,392-63.1% |