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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 | $69,535 | $110,410-37.0% | $102,437-32.1% | $145,897-52.3% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | 15.50% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,363 | $4,217-67.7% | $3,871-64.8% | $4,663-70.8% |
| Participant deferral / active EE | $4,163 | $5,622-25.9% | $5,060-17.7% | $6,689-37.8% |
| Admin fee / account holder | $3,576 | $9,745-63.3% | $8,388-57.4% | $13,390-73.3% |