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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 | $62,271 | $106,247-41.4% | $96,515-35.5% | $139,466-55.4% |
| Participation rate | 43.8% | 77.8%-34.1pp | 74.3%-30.6pp | 80.3%-36.6pp |
| Annual return | 12.27% | 38.47%-26.2pp | 35.73%-23.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,455 | $4,106-64.6% | $3,740-61.1% | $4,754-69.4% |
| Participant deferral / active EE | $3,977 | $5,456-27.1% | $4,880-18.5% | $6,712-40.7% |
| Admin fee / account holder | $20,724 | $7,885+162.8% | $6,735+207.7% | $11,409+81.6% |