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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 | $85,284 | $106,247-19.7% | $96,515-11.6% | $139,466-38.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 14.99% | 38.47%-23.5pp | 35.73%-20.7pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,560 | $4,106-62.0% | $3,740-58.3% | $4,754-67.2% |
| Participant deferral / active EE | $3,340 | $5,456-38.8% | $4,880-31.6% | $6,712-50.2% |
| Admin fee / account holder | $12,163 | $7,885+54.2% | $6,735+80.6% | $11,409+6.6% |