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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 | $62,507 | $89,259-30.0% | $107,187-41.7% | $82,637-24.4% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 14.28% | 21.02%-6.7pp | 204.55%-190.3pp | 53.51%-39.2pp |
| Employer contribution / active EE | $978 | $3,080-68.3% | $3,782-74.2% | $2,552-61.7% |
| Participant deferral / active EE | $2,097 | $4,037-48.1% | $5,096-58.9% | $4,126-49.2% |
| Admin fee / account holder | $4,241 | $7,381-42.5% | $9,162-53.7% | $7,339-42.2% |