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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 | $60,153 | $111,814-46.2% | $103,374-41.8% | $145,959-58.8% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 14.35% | 24.77%-10.4pp | 24.89%-10.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,472 | $4,214-41.3% | $3,869-36.1% | $4,661-47.0% |
| Participant deferral / active EE | $2,994 | $5,618-46.7% | $5,058-40.8% | $6,689-55.2% |
| Admin fee / account holder | $13,864 | $9,754+42.1% | $8,394+65.2% | $13,398+3.5% |