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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 | $62,335 | $110,410-43.5% | $102,437-39.1% | $145,897-57.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.43% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,640 | $4,217-37.4% | $3,871-31.8% | $4,663-43.4% |
| Participant deferral / active EE | $4,907 | $5,622-12.7% | $5,060-3.0% | $6,689-26.6% |
| Admin fee / account holder | $4,288 | $9,745-56.0% | $8,388-48.9% | $13,390-68.0% |