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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 | $74,383 | $96,508-22.9% | $75,901-2.0% | $152,897-51.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.5%-32.5pp |
| Annual return | 23.88% | 33.99%-10.1pp | 30.76%-6.9pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,063 | $3,310-67.9% | $2,501-57.5% | $4,764-77.7% |
| Participant deferral / active EE | $7,124 | $4,554+56.4% | $3,603+97.7% | $5,851+21.8% |
| Admin fee / account holder | $1,773 | $8,081-78.1% | $5,420-67.3% | $11,599-84.7% |