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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 | $61,817 | $124,351-50.3% | $109,188-43.4% | $167,553-63.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 13.87% | 26.04%-12.2pp | 25.76%-11.9pp | 478.89%-465.0pp |
| Employer contribution / active EE | $1,185 | $4,210-71.8% | $3,723-68.2% | $4,840-75.5% |
| Participant deferral / active EE | $4,578 | $5,257-12.9% | $4,654-1.6% | $6,343-27.8% |
| Admin fee / account holder | $7,367 | $7,975-7.6% | $6,755+9.1% | $12,316-40.2% |