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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 | $44,661 | $99,652-55.2% | $78,778-43.3% | $147,586-69.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 21.51% | 47.28%-25.8pp | 35.62%-14.1pp | 578.59%-557.1pp |
| Employer contribution / active EE | $1,378 | $2,796-50.7% | $1,986-30.6% | $4,876-71.8% |
| Participant deferral / active EE | $4,958 | $3,664+35.3% | $2,958+67.6% | $5,439-8.8% |
| Admin fee / account holder | $1,388 | $7,155-80.6% | $5,134-73.0% | $10,886-87.3% |