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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 | $56,857 | $110,379-48.5% | $102,412-44.5% | $145,884-61.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 12.54% | 24.84%-12.3pp | 24.94%-12.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,721 | $4,216-59.2% | $3,870-55.5% | $4,662-63.1% |
| Participant deferral / active EE | $4,969 | $5,622-11.6% | $5,060-1.8% | $6,690-25.7% |
| Admin fee / account holder | $3,457 | $9,745-64.5% | $8,388-58.8% | $13,392-74.2% |