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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 | $62,599 | $106,280-41.1% | $96,538-35.2% | $139,487-55.1% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 21.46% | 38.48%-17.0pp | 35.74%-14.3pp | 373.84%-352.4pp |
| Employer contribution / active EE | $1,296 | $4,107-68.4% | $3,740-65.3% | $4,755-72.7% |
| Participant deferral / active EE | $5,233 | $5,457-4.1% | $4,880+7.2% | $6,713-22.0% |
| Admin fee / account holder | $3,191 | $7,888-59.5% | $6,737-52.6% | $11,407-72.0% |