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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 | $31,688 | $52,884-40.1% | $84,753-62.6% | $55,167-42.6% |
| Participation rate | 50.0% | 67.5%-17.5pp | 76.6%-26.6pp | 69.0%-19.0pp |
| Annual return | 11.06% | 18.03%-7.0pp | 22.78%-11.7pp | 169.23%-158.2pp |
| Employer contribution / active EE | $3,239 | $2,233+45.0% | $3,574-9.4% | $1,963+65.0% |
| Participant deferral / active EE | $1,437 | $2,644-45.6% | $3,712-61.3% | $3,054-52.9% |
| Admin fee / account holder | $4,826 | $581+731.0% | $5,333-9.5% | $504+857.6% |