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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 | $51,842 | $91,037-43.1% | $71,671-27.7% | $147,586-64.9% |
| Participation rate | 45.5% | 76.1%-30.7pp | 68.7%-23.3pp | 82.8%-37.4pp |
| Annual return | 15.93% | 20.48%-4.6pp | 20.65%-4.7pp | 578.59%-562.7pp |
| Employer contribution / active EE | $1,489 | $3,327-55.3% | $2,460-39.5% | $4,876-69.5% |
| Participant deferral / active EE | $2,667 | $4,498-40.7% | $3,438-22.4% | $5,439-51.0% |
| Admin fee / account holder | $390 | $8,613-95.5% | $5,558-93.0% | $10,886-96.4% |