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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 | $51,426 | $127,273-59.6% | $109,895-53.2% | $167,518-69.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 9.74% | 22.97%-13.2pp | 29.46%-19.7pp | 478.71%-469.0pp |
| Employer contribution / active EE | $1,421 | $3,324-57.2% | $2,843-50.0% | $4,838-70.6% |
| Participant deferral / active EE | $5,413 | $4,515+19.9% | $4,049+33.7% | $6,342-14.6% |
| Admin fee / account holder | $3,394 | $7,117-52.3% | $6,067-44.1% | $12,312-72.4% |