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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 | $56,962 | $154,209-63.1% | $130,062-56.2% | $139,487-59.2% |
| Participation rate | 56.3% | 82.0%-25.7pp | 78.5%-22.3pp | 80.3%-24.1pp |
| Annual return | 23.02% | 32.52%-9.5pp | -137.37%+160.4pp | 373.84%-350.8pp |
| Employer contribution / active EE | $1,943 | $5,292-63.3% | $4,322-55.0% | $4,755-59.1% |
| Participant deferral / active EE | $5,172 | $6,709-22.9% | $5,821-11.1% | $6,713-23.0% |
| Admin fee / account holder | $11,515 | $13,988-17.7% | $10,601+8.6% | $11,407+0.9% |