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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 | $83,725 | $117,846-29.0% | $102,434-18.3% | $145,884-42.6% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 21.04% | 31.90%-10.9pp | 29.46%-8.4pp | 551.85%-530.8pp |
| Employer contribution / active EE | $1,470 | $3,615-59.3% | $3,023-51.4% | $4,662-68.5% |
| Participant deferral / active EE | $3,631 | $5,733-36.7% | $5,055-28.2% | $6,690-45.7% |
| Admin fee / account holder | $4,825 | $13,356-63.9% | $9,462-49.0% | $13,392-64.0% |