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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 | $60,774 | $110,410-45.0% | $102,437-40.7% | $145,897-58.3% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.5pp |
| Annual return | 12.90% | 24.85%-11.9pp | 24.95%-12.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,382 | $4,217-67.2% | $3,871-64.3% | $4,663-70.4% |
| Participant deferral / active EE | $4,504 | $5,622-19.9% | $5,060-11.0% | $6,689-32.7% |
| Admin fee / account holder | $498 | $9,745-94.9% | $8,388-94.1% | $13,390-96.3% |