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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 | $97,650 | $211,239-53.8% | $178,528-45.3% | $145,877-33.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.04% | 30.22%-16.2pp | 27.11%-13.1pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,612 | $4,570-64.7% | $3,950-59.2% | $4,663-65.4% |
| Participant deferral / active EE | $5,409 | $6,963-22.3% | $6,278-13.8% | $6,691-19.2% |
| Admin fee / account holder | $4,161 | $12,095-65.6% | $10,419-60.1% | $13,402-69.0% |