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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 | $94,636 | $172,111-45.0% | $150,298-37.0% | $137,256-31.1% |
| Participation rate | 26.7% | 81.7%-55.0pp | 77.8%-51.1pp | 80.0%-53.3pp |
| Annual return | 12.70% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,072 | $4,636-76.9% | $4,154-74.2% | $4,156-74.2% |
| Participant deferral / active EE | $2,339 | $6,166-62.1% | $5,453-57.1% | $6,407-63.5% |
| Admin fee / account holder | $94,365 | $16,471+472.9% | $14,116+568.5% | $12,270+669.1% |