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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 | $58,476 | $106,247-45.0% | $96,515-39.4% | $139,466-58.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 12.74% | 38.47%-25.7pp | 35.73%-23.0pp | 373.66%-360.9pp |
| Employer contribution / active EE | $2,863 | $4,106-30.3% | $3,740-23.4% | $4,754-39.8% |
| Participant deferral / active EE | $3,712 | $5,456-32.0% | $4,880-23.9% | $6,712-44.7% |
| Admin fee / account holder | $5,000 | $7,885-36.6% | $6,735-25.8% | $11,409-56.2% |