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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 | $81,184 | $111,814-27.4% | $103,374-21.5% | $145,959-44.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.94% | 24.77%-9.8pp | 24.89%-9.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,034 | $4,214-75.5% | $3,869-73.3% | $4,661-77.8% |
| Participant deferral / active EE | $8,505 | $5,618+51.4% | $5,058+68.2% | $6,689+27.2% |
| Admin fee / account holder | $310 | $9,754-96.8% | $8,394-96.3% | $13,398-97.7% |