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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 | $42,970 | $149,741-71.3% | $118,914-63.9% | $158,982-73.0% |
| Participation rate | 55.0% | 82.1%-27.1pp | 75.4%-20.4pp | 82.0%-27.0pp |
| Annual return | 7.32% | 19.94%-12.6pp | 35.89%-28.6pp | 302.99%-295.7pp |
| Employer contribution / active EE | $1,639 | $4,119-60.2% | $3,264-49.8% | $4,763-65.6% |
| Participant deferral / active EE | $2,330 | $5,226-55.4% | $4,266-45.4% | $5,983-61.1% |
| Admin fee / account holder | $2,123 | $8,607-75.3% | $6,582-67.7% | $11,252-81.1% |