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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 | $131,571 | $176,786-25.6% | $146,643-10.3% | $167,536-21.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 13.36% | 24.04%-10.7pp | 22.75%-9.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,993 | $5,161-61.4% | $4,137-51.8% | $4,839-58.8% |
| Participant deferral / active EE | $4,032 | $6,440-37.4% | $5,506-26.8% | $6,342-36.4% |
| Admin fee / account holder | $1,078 | $13,262-91.9% | $10,280-89.5% | $12,315-91.2% |