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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 | $67,089 | $110,379-39.2% | $102,412-34.5% | $145,884-54.0% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 11.83% | 24.84%-13.0pp | 24.94%-13.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,246 | $4,216-70.4% | $3,870-67.8% | $4,662-73.3% |
| Participant deferral / active EE | $3,056 | $5,622-45.6% | $5,060-39.6% | $6,690-54.3% |
| Admin fee / account holder | $446 | $9,745-95.4% | $8,388-94.7% | $13,392-96.7% |