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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 | $94,848 | $127,298-25.5% | $109,916-13.7% | $167,553-43.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.2%-34.2pp | 82.1%-42.1pp |
| Annual return | 15.60% | 22.97%-7.4pp | 29.46%-13.9pp | 478.89%-463.3pp |
| Employer contribution / active EE | $238 | $3,325-92.9% | $2,844-91.6% | $4,840-95.1% |
| Participant deferral / active EE | $1,071 | $4,513-76.3% | $4,047-73.5% | $6,343-83.1% |
| Admin fee / account holder | $9,479 | $7,119+33.1% | $6,069+56.2% | $12,316-23.0% |