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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 | $46,771 | $91,037-48.6% | $71,671-34.7% | $147,585-68.3% |
| Participation rate | 53.3% | 76.1%-22.8pp | 68.7%-15.4pp | 82.8%-29.5pp |
| Annual return | 15.05% | 20.48%-5.4pp | 20.65%-5.6pp | 578.58%-563.5pp |
| Employer contribution / active EE | $1,255 | $3,327-62.3% | $2,460-49.0% | $4,876-74.3% |
| Participant deferral / active EE | $3,069 | $4,498-31.8% | $3,438-10.7% | $5,439-43.6% |
| Admin fee / account holder | $1,690 | $8,613-80.4% | $5,558-69.6% | $10,886-84.5% |