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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 | $111,814-46.3% | $103,374-42.0% | $145,959-58.9% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 13.06% | 24.77%-11.7pp | 24.89%-11.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,426 | $4,214-42.4% | $3,869-37.3% | $4,661-47.9% |
| Participant deferral / active EE | $4,462 | $5,618-20.6% | $5,058-11.8% | $6,689-33.3% |
| Admin fee / account holder | $2,909 | $9,754-70.2% | $8,394-65.3% | $13,398-78.3% |