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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 | $84,414 | $149,778-43.6% | $118,946-29.0% | $158,966-46.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 21.09% | 19.95%+1.1pp | 35.89%-14.8pp | 302.95%-281.9pp |
| Employer contribution / active EE | $1,770 | $4,117-57.0% | $3,263-45.8% | $4,762-62.8% |
| Participant deferral / active EE | $3,889 | $5,225-25.6% | $4,266-8.8% | $5,983-35.0% |
| Admin fee / account holder | $363 | $8,604-95.8% | $6,581-94.5% | $11,250-96.8% |