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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 | $84,213 | $111,814-24.7% | $103,374-18.5% | $145,959-42.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 15.11% | 24.77%-9.7pp | 24.89%-9.8pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,689 | $4,214-36.2% | $3,869-30.5% | $4,661-42.3% |
| Participant deferral / active EE | $2,977 | $5,618-47.0% | $5,058-41.1% | $6,689-55.5% |
| Admin fee / account holder | $4,582 | $9,754-53.0% | $8,394-45.4% | $13,398-65.8% |