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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 | $63,000 | $108,882-42.1% | $96,754-34.9% | $154,746-59.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 20.14% | 98.39%-78.2pp | 82.04%-61.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,513 | $3,018-49.9% | $2,679-43.5% | $4,379-65.4% |
| Participant deferral / active EE | $6,034 | $5,323+13.4% | $4,758+26.8% | $6,730-10.4% |
| Admin fee / account holder | $3,609 | $10,200-64.6% | $8,905-59.5% | $14,365-74.9% |