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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 | $59,023 | $104,664-43.6% | $85,693-31.1% | $167,518-64.8% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.9%-32.4pp | 82.1%-44.6pp |
| Annual return | 14.07% | 21.45%-7.4pp | 21.49%-7.4pp | 478.71%-464.6pp |
| Employer contribution / active EE | $1,714 | $3,337-48.6% | $2,618-34.5% | $4,838-64.6% |
| Participant deferral / active EE | $4,830 | $4,824+0.1% | $3,923+23.1% | $6,342-23.8% |
| Admin fee / account holder | $10,951 | $10,032+9.2% | $6,874+59.3% | $12,312-11.1% |