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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 | $96,410 | $176,786-45.5% | $146,643-34.3% | $167,536-42.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 9.18% | 24.04%-14.9pp | 22.75%-13.6pp | 478.82%-469.6pp |
| Employer contribution / active EE | $1,921 | $5,161-62.8% | $4,137-53.6% | $4,839-60.3% |
| Participant deferral / active EE | $3,543 | $6,440-45.0% | $5,506-35.7% | $6,342-44.1% |
| Admin fee / account holder | $398 | $13,262-97.0% | $10,280-96.1% | $12,315-96.8% |