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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 | $94,693 | $176,786-46.4% | $146,643-35.4% | $167,536-43.5% |
| Participation rate | 43.5% | 83.6%-40.1pp | 80.1%-36.6pp | 82.1%-38.6pp |
| Annual return | 15.91% | 24.04%-8.1pp | 22.75%-6.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,910 | $5,161-63.0% | $4,137-53.8% | $4,839-60.5% |
| Participant deferral / active EE | $4,058 | $6,440-37.0% | $5,506-26.3% | $6,342-36.0% |
| Admin fee / account holder | $3,676 | $13,262-72.3% | $10,280-64.2% | $12,315-70.1% |