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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 | $118,295 | $78,690+50.3% | $161,489-26.7% | $87,485+35.2% |
| Participation rate | 25.0% | 67.5%-42.5pp | 78.7%-53.7pp | 68.9%-43.9pp |
| Annual return | 13.60% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.5pp |
| Employer contribution / active EE | $904 | $2,588-65.1% | $4,268-78.8% | $2,596-65.2% |
| Participant deferral / active EE | $2,918 | $3,311-11.9% | $5,630-48.2% | $4,274-31.7% |
| Admin fee / account holder | $5,989 | $6,724-10.9% | $16,006-62.6% | $7,775-23.0% |