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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 | $68,215 | $117,433-41.9% | $99,475-31.4% | $152,897-55.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.5%-32.5pp |
| Annual return | 14.88% | 31.87%-17.0pp | 30.72%-15.8pp | 345.43%-330.6pp |
| Employer contribution / active EE | $1,828 | $3,013-39.3% | $2,540-28.0% | $4,764-61.6% |
| Participant deferral / active EE | $4,470 | $4,086+9.4% | $3,619+23.5% | $5,851-23.6% |
| Admin fee / account holder | $19,039 | $7,634+149.4% | $6,252+204.5% | $11,599+64.1% |