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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 | $47,737 | $110,410-56.8% | $102,437-53.4% | $145,897-67.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 19.95% | 24.85%-4.9pp | 24.95%-5.0pp | 552.29%-532.3pp |
| Employer contribution / active EE | $1,464 | $4,217-65.3% | $3,871-62.2% | $4,663-68.6% |
| Participant deferral / active EE | $3,021 | $5,622-46.3% | $5,060-40.3% | $6,689-54.8% |
| Admin fee / account holder | $14,072 | $9,745+44.4% | $8,388+67.8% | $13,390+5.1% |