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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 | $59,010 | $110,410-46.6% | $102,437-42.4% | $145,897-59.6% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 12.63% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,794 | $4,217-33.8% | $3,871-27.8% | $4,663-40.1% |
| Participant deferral / active EE | $4,460 | $5,622-20.7% | $5,060-11.9% | $6,689-33.3% |
| Admin fee / account holder | $2,640 | $9,745-72.9% | $8,388-68.5% | $13,390-80.3% |