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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 | $25,176 | $52,519-52.1% | $155,789-83.8% | $59,633-57.8% |
| Participation rate | 50.0% | 61.7%-11.7pp | 76.1%-26.1pp | 68.7%-18.7pp |
| Annual return | 5.72% | 53.51%-47.8pp | 71.54%-65.8pp | 2041.45%-2035.7pp |
| Employer contribution / active EE | $1,028 | $1,589-35.3% | $3,839-73.2% | $2,203-53.3% |
| Participant deferral / active EE | $1,863 | $3,084-39.6% | $4,798-61.2% | $3,192-41.6% |
| Admin fee / account holder | $310 | $3,540-91.3% | $7,477-95.9% | $4,297-92.8% |