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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 | $42,700 | $176,786-75.8% | $146,643-70.9% | $167,536-74.5% |
| Participation rate | 55.6% | 83.6%-28.1pp | 80.1%-24.5pp | 82.1%-26.6pp |
| Annual return | 9.20% | 24.04%-14.8pp | 22.75%-13.5pp | 478.82%-469.6pp |
| Employer contribution / active EE | $2,038 | $5,161-60.5% | $4,137-50.7% | $4,839-57.9% |
| Participant deferral / active EE | $2,511 | $6,440-61.0% | $5,506-54.4% | $6,342-60.4% |
| Admin fee / account holder | $311 | $13,262-97.7% | $10,280-97.0% | $12,315-97.5% |