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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 | $69,651 | $177,595-60.8% | $148,496-53.1% | $198,609-64.9% |
| Participation rate | 64.7% | 79.3%-14.5pp | 76.0%-11.3pp | 82.4%-17.7pp |
| Annual return | 13.16% | 9.97%+3.2pp | 12.33%+0.8pp | 202.70%-189.5pp |
| Employer contribution / active EE | $1,504 | $4,098-63.3% | $3,497-57.0% | $5,055-70.3% |
| Participant deferral / active EE | $2,235 | $5,539-59.7% | $4,808-53.5% | $6,977-68.0% |
| Admin fee / account holder | $1,633 | $27,010-94.0% | $19,547-91.6% | $19,030-91.4% |