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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 | $71,021 | $171,272-58.5% | $127,803-44.4% | $152,897-53.6% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.0%-23.5pp | 82.5%-26.9pp |
| Annual return | 18.07% | 23.54%-5.5pp | 26.14%-8.1pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,789 | $5,451-67.2% | $4,576-60.9% | $4,764-62.4% |
| Participant deferral / active EE | $5,649 | $7,043-19.8% | $6,023-6.2% | $5,851-3.5% |
| Admin fee / account holder | $549 | $14,540-96.2% | $9,399-94.2% | $11,599-95.3% |