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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 | $94,433 | $110,379-14.4% | $102,412-7.8% | $145,884-35.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.26% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,490 | $4,216-64.7% | $3,870-61.5% | $4,662-68.0% |
| Participant deferral / active EE | $1,862 | $5,622-66.9% | $5,060-63.2% | $6,690-72.2% |
| Admin fee / account holder | $4,605 | $9,745-52.7% | $8,388-45.1% | $13,392-65.6% |