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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 | $89,834 | $211,288-57.5% | $178,540-49.7% | $145,884-38.4% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 14.73% | 30.27%-15.5pp | 27.15%-12.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,426 | $4,574-68.8% | $3,953-63.9% | $4,662-69.4% |
| Participant deferral / active EE | $3,621 | $6,967-48.0% | $6,281-42.3% | $6,690-45.9% |
| Admin fee / account holder | $10,387 | $12,105-14.2% | $10,424-0.4% | $13,392-22.4% |