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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 | $43,319 | $105,864-59.1% | $90,162-52.0% | $147,585-70.6% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 15.88% | 37.63%-21.7pp | 34.88%-19.0pp | 578.57%-562.7pp |
| Employer contribution / active EE | $1,477 | $4,126-64.2% | $3,318-55.5% | $4,876-69.7% |
| Participant deferral / active EE | $3,417 | $5,733-40.4% | $5,287-35.4% | $5,439-37.2% |
| Admin fee / account holder | $5,690 | $8,046-29.3% | $5,943-4.3% | $10,885-47.7% |