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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 | $64,913 | $103,387-37.2% | $87,102-25.5% | $152,885-57.5% |
| Participation rate | 54.5% | 79.4%-24.8pp | 76.9%-22.3pp | 82.5%-27.9pp |
| Annual return | 21.23% | 28.10%-6.9pp | 28.19%-7.0pp | 345.39%-324.2pp |
| Employer contribution / active EE | $1,373 | $3,221-57.4% | $2,521-45.5% | $4,763-71.2% |
| Participant deferral / active EE | $2,289 | $4,778-52.1% | $4,048-43.5% | $5,851-60.9% |
| Admin fee / account holder | $4,795 | $12,193-60.7% | $7,491-36.0% | $11,598-58.7% |