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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 | $60,424 | $111,814-46.0% | $103,378-41.5% | $145,978-58.6% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | 11.96% | 24.80%-12.8pp | 24.91%-13.0pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,198 | $4,215-71.6% | $3,870-69.0% | $4,662-74.3% |
| Participant deferral / active EE | $4,644 | $5,618-17.3% | $5,058-8.2% | $6,690-30.6% |
| Admin fee / account holder | $21,125 | $9,764+116.4% | $8,401+151.5% | $13,400+57.6% |