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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 | $41,428 | $91,037-54.5% | $71,671-42.2% | $147,586-71.9% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 10.91% | 20.48%-9.6pp | 20.65%-9.7pp | 578.59%-567.7pp |
| Employer contribution / active EE | $1,110 | $3,327-66.6% | $2,460-54.9% | $4,876-77.2% |
| Participant deferral / active EE | $1,475 | $4,498-67.2% | $3,438-57.1% | $5,439-72.9% |
| Admin fee / account holder | $2,709 | $8,613-68.5% | $5,558-51.3% | $10,886-75.1% |