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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 | $44,610 | $110,337-59.6% | $102,383-56.4% | $145,877-69.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.78% | 24.83%-13.1pp | 24.94%-13.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,157 | $4,216-72.5% | $3,870-70.1% | $4,663-75.2% |
| Participant deferral / active EE | $2,333 | $5,621-58.5% | $5,060-53.9% | $6,691-65.1% |
| Admin fee / account holder | $643 | $9,750-93.4% | $8,391-92.3% | $13,402-95.2% |