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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 | $71,720 | $154,193-53.5% | $130,045-44.8% | $139,466-48.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 16.43% | 32.51%-16.1pp | -137.30%+153.7pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,808 | $5,292-65.8% | $4,321-58.2% | $4,754-62.0% |
| Participant deferral / active EE | $5,648 | $6,709-15.8% | $5,820-3.0% | $6,712-15.9% |
| Admin fee / account holder | $8,904 | $13,989-36.4% | $10,600-16.0% | $11,409-22.0% |