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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 | $63,232 | $110,379-42.7% | $102,412-38.3% | $145,884-56.7% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 15.76% | 24.84%-9.1pp | 24.94%-9.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,333 | $4,216-68.4% | $3,870-65.5% | $4,662-71.4% |
| Participant deferral / active EE | $3,466 | $5,622-38.4% | $5,060-31.5% | $6,690-48.2% |
| Admin fee / account holder | $493 | $9,745-94.9% | $8,388-94.1% | $13,392-96.3% |