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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 | $87,686 | $136,214-35.6% | $98,775-11.2% | $167,536-47.7% |
| Participation rate | 46.2% | 70.2%-24.1pp | 65.7%-19.6pp | 82.1%-36.0pp |
| Annual return | 13.48% | 67.53%-54.1pp | 49.92%-36.4pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,729 | $2,631-34.3% | $2,067-16.4% | $4,839-64.3% |
| Participant deferral / active EE | $2,549 | $3,716-31.4% | $3,035-16.0% | $6,342-59.8% |
| Admin fee / account holder | $2,915 | $5,031-42.1% | $4,076-28.5% | $12,315-76.3% |