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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 | $41,207 | $106,267-61.2% | $96,520-57.3% | $139,456-70.5% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 16.66% | 38.45%-21.8pp | 35.72%-19.1pp | 373.45%-356.8pp |
| Employer contribution / active EE | $1,834 | $4,105-55.3% | $3,739-50.9% | $4,753-61.4% |
| Participant deferral / active EE | $5,074 | $5,454-7.0% | $4,879+4.0% | $6,711-24.4% |
| Admin fee / account holder | $7,781 | $7,882-1.3% | $6,733+15.6% | $11,407-31.8% |