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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 | $60,094 | $124,330-51.7% | $109,173-45.0% | $167,536-64.1% |
| Participation rate | 45.5% | 79.5%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 12.03% | 26.04%-14.0pp | 25.75%-13.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $2,269 | $4,209-46.1% | $3,723-39.0% | $4,839-53.1% |
| Participant deferral / active EE | $2,802 | $5,256-46.7% | $4,654-39.8% | $6,342-55.8% |
| Admin fee / account holder | $2,846 | $7,974-64.3% | $6,755-57.9% | $12,315-76.9% |