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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 | $63,999 | $110,379-42.0% | $102,412-37.5% | $145,884-56.1% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 13.33% | 24.84%-11.5pp | 24.94%-11.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,110 | $4,216-73.7% | $3,870-71.3% | $4,662-76.2% |
| Participant deferral / active EE | $2,013 | $5,622-64.2% | $5,060-60.2% | $6,690-69.9% |
| Admin fee / account holder | $7,163 | $9,745-26.5% | $8,388-14.6% | $13,392-46.5% |