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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 | $69,727 | $127,790-45.4% | $106,555-34.6% | $167,536-58.4% |
| Participation rate | 52.9% | 78.3%-25.3pp | 76.1%-23.2pp | 82.1%-29.2pp |
| Annual return | 10.85% | 33.88%-23.0pp | 26.80%-15.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,851 | $3,428-46.0% | $2,819-34.4% | $4,839-61.8% |
| Participant deferral / active EE | $2,484 | $5,088-51.2% | $4,399-43.5% | $6,342-60.8% |
| Admin fee / account holder | $9,681 | $11,229-13.8% | $7,408+30.7% | $12,315-21.4% |