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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 | $57,061 | $165,939-65.6% | $122,354-53.4% | $147,585-61.3% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 17.16% | 34.56%-17.4pp | 30.28%-13.1pp | 578.58%-561.4pp |
| Employer contribution / active EE | $2,120 | $5,754-63.2% | $4,051-47.7% | $4,876-56.5% |
| Participant deferral / active EE | $3,485 | $4,005-13.0% | $3,287+6.0% | $5,439-35.9% |
| Admin fee / account holder | $2,009 | $7,425-72.9% | $5,479-63.3% | $10,886-81.5% |