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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 | $29,613 | $96,558-69.3% | $80,977-63.4% | $273,972-89.2% |
| Participation rate | 47.8% | 79.1%-31.3pp | 75.8%-28.0pp | 83.0%-35.2pp |
| Annual return | 8.50% | 15.14%-6.6pp | 17.11%-8.6pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,011 | $4,869-79.2% | $3,715-72.8% | $4,869-79.2% |
| Participant deferral / active EE | $4,561 | $6,598-30.9% | $5,696-19.9% | $5,287-13.7% |
| Admin fee / account holder | $3,771 | $7,493-49.7% | $5,517-31.6% | $10,133-62.8% |