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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 | $70,539 | $117,829-40.1% | $102,423-31.1% | $145,877-51.6% |
| Participation rate | 52.4% | 78.6%-26.2pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 23.38% | 31.83%-8.4pp | 29.42%-6.0pp | 551.28%-527.9pp |
| Employer contribution / active EE | $2,165 | $3,615-40.1% | $3,023-28.4% | $4,663-53.6% |
| Participant deferral / active EE | $3,447 | $5,732-39.9% | $5,054-31.8% | $6,691-48.5% |
| Admin fee / account holder | $6,064 | $13,335-54.5% | $9,455-35.9% | $13,402-54.8% |