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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 | $48,865 | $117,846-58.5% | $102,434-52.3% | $145,884-66.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 16.43% | 31.90%-15.5pp | 29.46%-13.0pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,166 | $3,615-67.7% | $3,023-61.4% | $4,662-75.0% |
| Participant deferral / active EE | $4,863 | $5,733-15.2% | $5,055-3.8% | $6,690-27.3% |
| Admin fee / account holder | $1,425 | $13,356-89.3% | $9,462-84.9% | $13,392-89.4% |