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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 | $72,341 | $104,664-30.9% | $85,693-15.6% | $167,518-56.8% |
| Participation rate | 55.0% | 76.4%-21.4pp | 69.9%-14.9pp | 82.1%-27.1pp |
| Annual return | 14.83% | 21.45%-6.6pp | 21.49%-6.7pp | 478.71%-463.9pp |
| Employer contribution / active EE | $1,760 | $3,337-47.3% | $2,618-32.8% | $4,838-63.6% |
| Participant deferral / active EE | $1,865 | $4,824-61.3% | $3,923-52.5% | $6,342-70.6% |
| Admin fee / account holder | $14,091 | $10,032+40.5% | $6,874+105.0% | $12,312+14.4% |