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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 | $70,044 | $106,267-34.1% | $96,520-27.4% | $139,456-49.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.92% | 38.45%-24.5pp | 35.72%-21.8pp | 373.45%-359.5pp |
| Employer contribution / active EE | $1,598 | $4,105-61.1% | $3,739-57.3% | $4,753-66.4% |
| Participant deferral / active EE | $4,277 | $5,454-21.6% | $4,879-12.3% | $6,711-36.3% |
| Admin fee / account holder | $1,328 | $7,882-83.2% | $6,733-80.3% | $11,407-88.4% |