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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 | $58,611 | $111,814-47.6% | $103,378-43.3% | $145,978-59.8% |
| Participation rate | 47.8% | 77.9%-30.1pp | 74.5%-26.7pp | 80.3%-32.5pp |
| Annual return | 13.91% | 24.80%-10.9pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,650 | $4,215-60.9% | $3,870-57.4% | $4,662-64.6% |
| Participant deferral / active EE | $4,228 | $5,618-24.7% | $5,058-16.4% | $6,690-36.8% |
| Admin fee / account holder | $2,658 | $9,764-72.8% | $8,401-68.4% | $13,400-80.2% |