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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 | $69,732 | $89,259-21.9% | $107,187-34.9% | $82,637-15.6% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 15.57% | 21.02%-5.5pp | 204.55%-189.0pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,645 | $3,080-46.6% | $3,782-56.5% | $2,552-35.5% |
| Participant deferral / active EE | $2,786 | $4,037-31.0% | $5,096-45.3% | $4,126-32.5% |
| Admin fee / account holder | $1,035 | $7,381-86.0% | $9,162-88.7% | $7,339-85.9% |