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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 | $70,401 | $110,379-36.2% | $102,412-31.3% | $145,884-51.7% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.0pp | 80.3%-34.8pp |
| Annual return | 10.79% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,588 | $4,216-62.3% | $3,870-59.0% | $4,662-65.9% |
| Participant deferral / active EE | $3,971 | $5,622-29.4% | $5,060-21.5% | $6,690-40.6% |
| Admin fee / account holder | $13,377 | $9,745+37.3% | $8,388+59.5% | $13,392-0.1% |