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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 | $80,765 | $110,337-26.8% | $102,383-21.1% | $145,877-44.6% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 14.72% | 24.83%-10.1pp | 24.94%-10.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,043 | $4,216-75.3% | $3,870-73.1% | $4,663-77.6% |
| Participant deferral / active EE | $3,929 | $5,621-30.1% | $5,060-22.3% | $6,691-41.3% |
| Admin fee / account holder | $6,847 | $9,750-29.8% | $8,391-18.4% | $13,402-48.9% |