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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 | $53,514 | $78,428-31.8% | $95,960-44.2% | $79,852-33.0% |
| Participation rate | 45.5% | 73.5%-28.0pp | 77.1%-31.6pp | 69.6%-24.2pp |
| Annual return | 13.98% | 19.37%-5.4pp | 91.63%-77.7pp | 31.72%-17.7pp |
| Employer contribution / active EE | $747 | $1,945-61.6% | $2,541-70.6% | $2,471-69.8% |
| Participant deferral / active EE | $1,830 | $3,440-46.8% | $4,167-56.1% | $3,740-51.1% |
| Admin fee / account holder | $8,094 | $5,622+44.0% | $6,797+19.1% | $5,306+52.5% |