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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 | $82,917 | $211,224-60.7% | $178,505-53.5% | $145,897-43.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.55% | 30.28%-13.7pp | 27.16%-10.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,070 | $4,577-76.6% | $3,955-72.9% | $4,663-77.1% |
| Participant deferral / active EE | $7,153 | $6,966+2.7% | $6,280+13.9% | $6,689+6.9% |
| Admin fee / account holder | $4,762 | $12,109-60.7% | $10,428-54.3% | $13,390-64.4% |