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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 | $74,578 | $110,410-32.5% | $102,437-27.2% | $145,897-48.9% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.4pp | 80.3%-33.2pp |
| Annual return | 10.62% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,427 | $4,217-66.2% | $3,871-63.1% | $4,663-69.4% |
| Participant deferral / active EE | $3,883 | $5,622-30.9% | $5,060-23.3% | $6,689-42.0% |
| Admin fee / account holder | $10,846 | $9,745+11.3% | $8,388+29.3% | $13,390-19.0% |