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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 | $87,691 | $124,314-29.5% | $109,163-19.7% | $167,518-47.7% |
| Participation rate | 54.5% | 79.4%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 12.10% | 26.04%-13.9pp | 25.75%-13.7pp | 478.71%-466.6pp |
| Employer contribution / active EE | $1,591 | $4,209-62.2% | $3,723-57.3% | $4,838-67.1% |
| Participant deferral / active EE | $5,052 | $5,256-3.9% | $4,654+8.6% | $6,342-20.3% |
| Admin fee / account holder | $47,588 | $7,973+496.9% | $6,754+604.6% | $12,312+286.5% |