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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 | $60,093 | $124,351-51.7% | $109,188-45.0% | $167,553-64.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 18.68% | 26.04%-7.4pp | 25.76%-7.1pp | 478.89%-460.2pp |
| Employer contribution / active EE | $1,071 | $4,210-74.6% | $3,723-71.2% | $4,840-77.9% |
| Participant deferral / active EE | $4,103 | $5,257-21.9% | $4,654-11.8% | $6,343-35.3% |
| Admin fee / account holder | $711 | $7,975-91.1% | $6,755-89.5% | $12,316-94.2% |