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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 | $53,691 | $154,193-65.2% | $130,045-58.7% | $139,466-61.5% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.5%-14.2pp | 80.3%-16.0pp |
| Annual return | 21.12% | 32.51%-11.4pp | -137.30%+158.4pp | 373.66%-352.5pp |
| Employer contribution / active EE | $2,524 | $5,292-52.3% | $4,321-41.6% | $4,754-46.9% |
| Participant deferral / active EE | $4,314 | $6,709-35.7% | $5,820-25.9% | $6,712-35.7% |
| Admin fee / account holder | $1,097 | $13,989-92.2% | $10,600-89.6% | $11,409-90.4% |