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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 | $42,590 | $101,618-58.1% | $93,063-54.2% | $137,256-69.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 14.42% | 223.95%-209.5pp | 34.15%-19.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,336 | $2,707-50.6% | $2,476-46.0% | $4,156-67.8% |
| Participant deferral / active EE | $2,121 | $4,279-50.4% | $3,958-46.4% | $6,407-66.9% |
| Admin fee / account holder | $7,309 | $6,198+17.9% | $6,033+21.1% | $12,270-40.4% |