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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 | $73,069 | $124,346-41.2% | $111,308-34.4% | $167,536-56.4% |
| Participation rate | 53.8% | 79.6%-25.8pp | 77.3%-23.5pp | 82.1%-28.3pp |
| Annual return | 16.35% | 37.45%-21.1pp | 54.67%-38.3pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,320 | $3,437-61.6% | $2,732-51.7% | $4,839-72.7% |
| Participant deferral / active EE | $2,902 | $5,182-44.0% | $4,487-35.3% | $6,342-54.2% |
| Admin fee / account holder | $564 | $10,621-94.7% | $7,965-92.9% | $12,315-95.4% |