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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 | $75,936 | $110,337-31.2% | $102,383-25.8% | $145,877-47.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.46% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,294 | $4,216-45.6% | $3,870-40.7% | $4,663-50.8% |
| Participant deferral / active EE | $4,221 | $5,621-24.9% | $5,060-16.6% | $6,691-36.9% |
| Admin fee / account holder | $4,456 | $9,750-54.3% | $8,391-46.9% | $13,402-66.8% |