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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 | $88,264 | $211,239-58.2% | $178,528-50.6% | $145,877-39.5% |
| Participation rate | 45.8% | 80.8%-35.0pp | 77.1%-31.3pp | 80.3%-34.5pp |
| Annual return | 16.78% | 30.22%-13.4pp | 27.11%-10.3pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,254 | $4,570-72.6% | $3,950-68.3% | $4,663-73.1% |
| Participant deferral / active EE | $2,090 | $6,963-70.0% | $6,278-66.7% | $6,691-68.8% |
| Admin fee / account holder | $13,980 | $12,095+15.6% | $10,419+34.2% | $13,402+4.3% |