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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 | $77,122 | $89,259-13.6% | $107,187-28.0% | $82,637-6.7% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 12.88% | 21.02%-8.1pp | 204.55%-191.7pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,559 | $3,080-49.4% | $3,782-58.8% | $2,552-38.9% |
| Participant deferral / active EE | $6,535 | $4,037+61.9% | $5,096+28.2% | $4,126+58.4% |
| Admin fee / account holder | $8,006 | $7,381+8.5% | $9,162-12.6% | $7,339+9.1% |