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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 | $60,006 | $110,410-45.7% | $102,437-41.4% | $145,897-58.9% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.6pp |
| Annual return | 13.06% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,426 | $4,217-42.5% | $3,871-37.3% | $4,663-48.0% |
| Participant deferral / active EE | $4,462 | $5,622-20.6% | $5,060-11.8% | $6,689-33.3% |
| Admin fee / account holder | $2,909 | $9,745-70.1% | $8,388-65.3% | $13,390-78.3% |