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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 | $67,633 | $108,212-37.5% | $77,513-12.7% | $158,966-57.5% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 12.80% | 31.67%-18.9pp | 54.81%-42.0pp | 302.95%-290.2pp |
| Employer contribution / active EE | $311 | $1,325-76.5% | $987-68.5% | $4,762-93.5% |
| Participant deferral / active EE | $978 | $2,455-60.2% | $1,861-47.4% | $5,983-83.6% |
| Admin fee / account holder | $13,784 | $3,709+271.6% | $2,859+382.1% | $11,250+22.5% |