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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 | $68,410 | $176,786-61.3% | $146,643-53.3% | $167,536-59.2% |
| Participation rate | 36.8% | 83.6%-46.8pp | 80.1%-43.2pp | 82.1%-45.3pp |
| Annual return | 12.86% | 24.04%-11.2pp | 22.75%-9.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $1,970 | $5,161-61.8% | $4,137-52.4% | $4,839-59.3% |
| Participant deferral / active EE | $2,569 | $6,440-60.1% | $5,506-53.3% | $6,342-59.5% |
| Admin fee / account holder | $3,418 | $13,262-74.2% | $10,280-66.8% | $12,315-72.2% |