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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 | $58,085 | $124,346-53.3% | $111,306-47.8% | $167,553-65.3% |
| Participation rate | 52.4% | 79.6%-27.3pp | 77.3%-24.9pp | 82.1%-29.7pp |
| Annual return | 10.53% | 37.46%-26.9pp | 54.67%-44.1pp | 478.89%-468.4pp |
| Employer contribution / active EE | $2,226 | $3,438-35.3% | $2,732-18.5% | $4,840-54.0% |
| Participant deferral / active EE | $3,676 | $5,182-29.1% | $4,488-18.1% | $6,343-42.0% |
| Admin fee / account holder | $20,583 | $10,623+93.8% | $7,966+158.4% | $12,316+67.1% |